Senior Wealth Advisor — Complex Family Wealth Strategy

The Croghan Colonial Bank; Toledo (OH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) match

Group Life Insurance

Disability coverage

Paid time off

Community culture

Job summary

The Croghan Colonial Bank seeks a Senior Wealth Advisor to lead high-value relationships within the Wealth Management and Trust Department in the Greater Toledo Area. This planning-centric role integrates financial planning, estate coordination, fiduciary judgment, and Fortune-level client service.

You will mentor peers, participate in governance, and originate new business while coordinating with attorneys, CPAs, and commercial bankers to deliver sophisticated wealth solutions.

Qualifications

• Bachelor’s degree in finance, business, accounting, economics, financial planning, law, taxation, or related discipline, or equivalent relevant experience.
• Eight to ten+ years in wealth management or related fields.
• Proven ability to manage complex client relationships under fiduciary constraints.
• Advanced technical competence across wealth-management disciplines with judgment for specialist involvement.
• CFP and/or CPA strongly preferred; JD/CTFA/CFA or comparable credentials valued.
• Ability to develop business, cultivate referrals, mentor others, and elevate team decision-making.
• Securities licensing is not required for the core Senior Wealth Advisor role unless assigned.

Responsibilities

• Lead large, complex, high-value client relationships with fiduciary sensitivity.
• Coordinate planning across family, trusts, business interests, and outside advisors.
• Lead discussions on estate planning, wealth transfer, and tax-aware coordination.
• Provide senior-level planning and investment judgment within bank policy.
• Originate and convert significant new relationships.
• Mentor Wealth Advisors and other client-facing staff.
• Collaborate with attorneys and CPAs to achieve client goals.

Skills

Planning expertise

Relationship management

Mentoring

Business development

Fiduciary judgment

Estate planning

Tax coordination

Communication skills

Education

CFP/CPA preferred

JD/CTFA/CFA a plus

Job description

The Croghan Colonial Bank seeks a Senior Wealth Advisor to lead high-value relationships within the Wealth Management and Trust Department in the Greater Toledo Area. This planning-centric role integrates financial planning, estate coordination, fiduciary judgment, and Fortune-level client service.

You will mentor peers, participate in governance, and originate new business while coordinating with attorneys, CPAs, and commercial bankers to deliver sophisticated wealth solutions.