Investment Advisor - Growth & Regional Impact

State Bank; Perrysburg (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

State Bank is seeking an Investment Advisor to deliver brokerage and investment services to clients. The role involves identifying financial objectives, recommending appropriate investment and insurance products, and executing transactions in a compliant manner.

Ideal candidates have at least four years in brokerage or related advisory roles, strong knowledge of products, and the ability to travel within the bank's footprint; licenses and registrations must be kept current.

Qualifications

• Bachelor's degree in finance, business, economics, or related field preferred; licenses may be required.
• Minimum four years in brokerage, financial services, banking, or advisory roles.

Responsibilities

• Provide brokerage and investment services to clients; identify financial needs and recommend products.
• Develop client relationships, manage referrals, and ensure regulatory compliance.
• Execute transactions, maintain documentation, and service client accounts.

Skills

Brokerage knowledge

Investment products

Insurance products

Trust products

Regulatory knowledge

Risk assessment

Client service

Relationship management

Consultative sales

Communication skills

Documentation

Confidentiality

Computer systems

Licenses & registrations

Driver’s license

Education

Bachelor's degree

Tools

CRM systems

Brokerage platforms

Job description

State Bank is seeking an Investment Advisor to deliver brokerage and investment services to clients. The role involves identifying financial objectives, recommending appropriate investment and insurance products, and executing transactions in a compliant manner.

Ideal candidates have at least four years in brokerage or related advisory roles, strong knowledge of products, and the ability to travel within the bank's footprint; licenses and registrations must be kept current.