Wealth Planning & Relationship Lead

The Croghan Colonial Bank; Fremont (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salaries

Medical, Dental, Vision insurance

401(k) with company match

Vacation and PTO

Community culture

Collaborative environment

Job summary

The Wealth Advisor at Croghan Colonial Bank’s Wealth Management and Trust Department acts as a primary relationship manager and fiduciary advisor, coordinating planning, investments, and banking resources to meet clients’ goals. This planning-focused role emphasizes fiduciary relationships within a bank trust environment.

Key duties include client reviews, translating complex concepts for clients, and collaborating with attorneys, CPAs, and other professionals.

Qualifications

• Bachelor’s degree in finance, business, accounting, economics, financial planning, or a related discipline preferred, or equivalent relevant experience.
• Five or more years of progressively responsible experience in wealth management, financial planning, RIA advisory work, trust administration, investment management, private banking, estate planning, tax, law, or a related field.
• Working knowledge of financial planning, investments, portfolio construction, retirement planning, trust and estate concepts, taxation concepts, fiduciary principles, and bank trust operations.
• Securities licensing is not required for the core Wealth Advisor role unless Croghan separately assigns licensed activity through approved channels.

Responsibilities

• Serve as the primary relationship manager and relationship quarterback for an assigned group of Wealth Management and Trust Department clients.
• Develop a documented understanding of each client’s goals, family dynamics, liquidity needs, risk tolerance, estate-planning structure, investment objectives, banking relationships, service expectations, outside advisors, and key decision makers.
• Lead periodic client reviews, planning discussions, and service meetings, including agenda preparation, internal coordination, decision documentation, follow-up assignments, and completion tracking.
• Translate investment, fiduciary, estate, tax, retirement, and planning concepts into practical language that clients can understand and act on.
• Coordinate with attorneys, CPAs, insurance professionals, bankers, investment resources, trust specialists, operations, and other professionals with appropriate client authorization.
• Identify planning needs involving retirement income, cash flow, estate planning, beneficiary structure, charitable giving, education funding, tax sensitivity, business succession, insurance, and related client objectives.
• Work with investment resources to align portfolio strategy, cash needs, restrictions, tax considerations, risk tolerance, asset allocation, and client objectives.

Skills

Relationship management

Financial planning

Estate planning

Client communication

Education

Bachelor’s degree in finance or related field

Job description

The Wealth Advisor at Croghan Colonial Bank’s Wealth Management and Trust Department acts as a primary relationship manager and fiduciary advisor, coordinating planning, investments, and banking resources to meet clients’ goals. This planning-focused role emphasizes fiduciary relationships within a bank trust environment.

Key duties include client reviews, translating complex concepts for clients, and collaborating with attorneys, CPAs, and other professionals.