Wealth Management Advisor

Croghan Colonial Bank; Fremont (OH); On-site; USD 60,000 - 200,000; Full time

Job summary

Join a leading community bank as a Wealth Management Advisor in Fremont, OH. You'll manage personal trust accounts, provide financial planning, and build relationships with clients. This role offers competitive salaries and a comprehensive benefits package, fostering a collaborative environment for professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Group Life Insurance

Short-Term Disability

Long-Term Disability

Paid Federal Holidays

Qualifications

• 3-5 years of financial advisory service experience.
• Ability to work with a team.

Responsibilities

• Manage personal trust accounts and financial planning.
• Build relationships and provide excellent client service.
• Ensure compliance with established policies and regulations.

Skills

Active Listening

Critical Thinking

Client Service

Education

Bachelor's degree in a business related field

Tools

Microsoft Office

Job description

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Who We Are -

Community Relationships are our priority, and our team here at Croghan Colonial Bank strives to help our communities have the most successful banking relationship possible. Founded in 1888, we proudly serve Sandusky, Erie, Huron, Lucas, Ottawa, and Seneca Counties. Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We support our communities by providing financial education, sponsorships, and volunteering in our local markets. Partner with Croghan, where we're Helping Good People Make Good Decisions!

Join Croghan Nation! Work for us, and you will be working with us - an empowered group of individuals dedicated to the financial well-being of their customers.

About The Job -

Responsible for the complete administration and financial planning of relationships that include personal trust accounts, agencies, and IRA. Represents the bank through interactions with customers, attorneys, beneficiaries and CPAs. Oversee the administration of the assigned personal accounts and complete the responsibilities, duties, and terms of the governing account document. This is a non-licensed, fiducuary role.

• Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that include personal trust accounts, agencies, and IRA. Complete the responsibilities, duties, and terms of the governing account document.
• Maintain and expand the current book of business through building relationships, providing excellent client service, and maintaining active relationships with business professionals and COI’s through ongoing and regular interactions.
• Monitor account activity ensuring compliance with established policies and regulations.
• Contact, advise, and resolve intermediary level problems with clients, beneficiaries, portfolio managers, attorneys, and CPAs.
• Manage the preparation for client meetings and follow up on actions needed to implement the wealth plan.
• Assist with the internal wealth planning and investment teams to develop and deliver customized wealth management solutions.
• Assist in mitigating and managing the bank’s risk inside assigned book of business.
• Facilitate client transactions, distributions, and other client related requests.
• Implement financial plans including coordination of estate, insurance, and tax strategies.
• Work with the bank’s portfolio management team to incorporate clients’ investment strategies with their planning objectives.
• Review monthly fees for accuracy.
• Complies with and maintains working knowledge of applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Completes assigned compliance training essential to job function.
• Punctual and regular attendance is required.

Requirements -

• Bachelor's degree, preferably in a business related field
• 3-5 years of financial advisory service experience
• Working knowledge of Microsoft Office products: Excel, Word, Outlook
• Previous client service experience required
• Possess active listening and critical thinking skills
• Ability to work with a team

What We Offer -

• Fair, competitive salaries evaluated against benchmarked data on a normal basis
• Comprehensive benefits package including Medical, Dental, and Vision insurance
• 401(k) with a company match
• Bank provided Group Life Insurance, Short-Term and Long-Term Disability Programs
• Paid federal holidays
• A community-based, hometown culture
• A collaborative environment supportive to continual growth and development

Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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