Senior Wealth Advisor — Fiduciary Planning Leader

Croghan Colonial Bank; Toledo (OH); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) with company match

Group Life Insurance and Disability

Job summary

Croghan Colonial Bank in the Greater Toledo Area, OH seeks a Senior Wealth Advisor to lead complex, fiduciary-focused client relationships within the Wealth Management and Trust Department. You will integrate planning, tax-aware wealth strategy, estate coordination, and governance with senior-level investment judgment.

You will mentor colleagues, develop referrals from attorneys and CPAs, and represent the bank in community and professional settings to grow relationships and trust.

Qualifications

• Eight to ten or more years of progressive experience in wealth management, RIA advisory work, financial planning, tax planning, estate planning, trust administration, fiduciary services, investment management, private banking, law, accounting, or related discipline.
• Advanced technical competence across multiple wealth-management disciplines and the judgment to recognize when specialist involvement is required.
• Securities licensing is not required for the core Senior Wealth Advisor role unless Croghan separately assigns licensed activity.

Responsibilities

• Lead larger, more complex, higher-risk relationships within Croghan's Wealth Management and Trust Department.
• Provide senior-level planning and investment judgment with fiduciary governance.
• Mentor Wealth Advisors and other client-facing staff.
• Develop durable referral relationships with attorneys, CPAs, and business advisors.
• Represent Croghan through professional and community activities to build credibility and opportunities.
• Contribute to standards for client reviews, planning quality, and governance processes.
• Originate and convert significant new relationships within target markets.

Skills

Advanced planning

Relationship management

Mentoring

Business development

Governance contribution

Fiduciary judgment

Investment discussions

Communication

Education

Bachelor’s degree in finance, business, accounting, economics, financial planning, law, taxation, or related discipline

CFP and/or CPA strongly preferred

JD, CTFA, CPWA, CIMA, CFA, AEP or comparable credentials

Job description

Croghan Colonial Bank in the Greater Toledo Area, OH seeks a Senior Wealth Advisor to lead complex, fiduciary-focused client relationships within the Wealth Management and Trust Department. You will integrate planning, tax-aware wealth strategy, estate coordination, and governance with senior-level investment judgment.

You will mentor colleagues, develop referrals from attorneys and CPAs, and represent the bank in community and professional settings to grow relationships and trust.