Senior Wealth & Estate Advisor
The Croghan Colonial Bank
The Croghan Colonial Bank in Fremont, OH seeks a Senior Trust & Wealth Advisor to lead complex client relationships within the Wealth Management and Trust Department, integrating financial planning, tax-aware wealth strategy, estate planning coordination, investment discussions, fiduciary judgment, and governance contributions in a banking trust environment.
You will mentor other advisors, originate new relationships, and collaborate with attorneys and CPAs to deliver comprehensive planning.
#J-18808-LjbffrVacancy posted 4 days ago
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