Retirement Plan Wealth Advisor - Travel
Job in
Sylvania, Lucas County, Ohio, 43560, USA
Listed on 2026-02-21
Listing for:
SB Financial Group Inc.
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services organization seeks a Retirement Plan Wealth Advisor in Sylvania, Ohio. The role involves advising on employer-sponsored retirement plans and building wealth relationships. Ideal candidates will have a Bachelor's degree in finance or Business Administration and 5+ years in retirement plan administration. Strong communication skills and compliance knowledge are essential. This position also requires some travel of up to 30%.
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