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Primary Responsibilities:
- Lead larger, complex, multi-generational client relationships with advanced planning and fiduciary judgment.
- Originate new relationships and develop referral partnerships with attorneys, CPAs, and community leaders.
- Mentor fellow advisors and contribute to team standards and process improvements.
Qualifications:
- Bachelor’s degree in finance or related field; 8+ years progressive wealth management experience.
- CFP or CPA strongly preferred; advanced technical competence in estate planning, tax, and investments.
- Demonstrated ability to lead business development and mentor others in a fiduciary environment.
What We Offer:
- Competitive salary with annual incentive compensation and comprehensive benefits package.
- 401(k) with company match, paid holidays, PTO, and group life and disability insurance.
- A collaborative, community-based culture supportive of continual growth and development.
Who We Are:
- A community bank founded in 1888, serving multiple Ohio counties with a focus on financial well-being.
- An empowered team dedicated to helping customers make good decisions and achieve financial goals.
Croghan Colonial Bank
Croghan Colonial Bank is a community bank focused on helping community members achieve financial goals. Founded in 1888, it serves multiple counties in Ohio and has a collaborative, supportive culture dedicated to financial well-being.