{"id":3481501,"url":"https://alion.io/job/croghan-senior-trust-wealth-advisor-2","title":"Senior Trust & Wealth Advisor","company":{"id":721002,"name":"Croghan","domain":"croghan.bank","url":"https://alion.io/company/croghan-2","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Fremont, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":91000,"max_usd":195000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4349},"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-29T16:31:50Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-04T16:31:07Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Senior Trust & Wealth Advisor - Fremont, OH (Base salary + Incentive Compensation)\nPosition Summary\nThe Senior Wealth Advisor is an advanced client-facing professional responsible for leading larger, more complex, and strategically important relationships within Croghan Colonial Bank’s Wealth Management and Trust Department. The role is designed for a planning-oriented senior advisor who can integrate financial planning, tax-aware wealth strategy, estate planning coordination, investment discussions, fiduciary judgment, relationship management, business development, mentoring, and governance contribution. The position is similar in many respects to a senior or lead advisor in a planning-centric RIA, but it operates within a bank trust environment using Croghan’s fiduciary and trust capabilities. This is not a broker-dealer producer role, and securities licensing is not required for the core position unless Croghan separately assigns licensed activities through approved channels.\nPrimary Responsibilities\nLead larger, more complex, higher-risk, multi-generational, business-owner, executive, concentrated-asset, charitable, sensitive, or strategically important relationships.\nServe as the senior relationship presence when complexity, retention risk, fiduciary sensitivity, family dynamics, planning complexity, tax sensitivity, or reputational exposure requires advanced judgment.\nDevelop relationship strategies across family members, entities, trusts, investment accounts, fiduciary structures, banking relationships, business interests, outside advisors, and next-generation stakeholders.\nLead sophisticated client and professional-advisor conversations involving estate planning, wealth transfer, fiduciary obligations, liquidity needs, portfolio strategy, tax-aware coordination, retirement income, business succession, charitable planning, incapacity, family governance, and sensitive beneficiary matters.\nApply advanced fiduciary judgment to governing documents, discretionary decisions, conflicts, beneficiary issues, complex distributions, unusual assets, account acceptance, account reviews, policy exceptions, and documentation requirements.\nRecognize when legal, tax, compliance, committee, executive, investment, or fiduciary specialist review is required and coordinate that review effectively.\nProvide senior-level planning and investment judgment where authorized, including portfolio construction review, risk assessment, cash-flow needs, concentrated positions, liquidity issues, tax considerations, and implementation tradeoffs.\nExercise higher delegated authority where approved by bank policy and applicable governance processes.\nOriginate, lead, and convert significant new relationships consistent with Croghan’s fiduciary capabilities, client-service capacity, planning strengths, and target market.\nDevelop durable referral relationships with attorneys, CPAs, business advisors, commercial bankers, community leaders, and other centers of influence.\nRepresent Croghan through professional, community, educational, and client-facing activities that build credibility and create new relationship opportunities.\nMentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals through case consultation, meeting preparation, debriefing, technical coaching, documentation standards, and client communication guidance.\nContribute to standards for client reviews, planning quality, relationship segmentation, documentation, fiduciary escalation, client communication, business development, and professional development.\nParticipate in or support fiduciary, investment, account-acceptance, risk, audit, regulatory, policy, or governance work as assigned.\nIdentify process weaknesses, client-experience gaps, training needs, technology limitations, risk trends, and growth opportunities and recommend practical improvements.\nQualifications\nBachelor’s degree in finance, business, accounting, economics, financial planning, law, taxation, or a related discipline preferred, or equivalent relevant experience.\nEight 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 a related discipline.\nDemonstrated success independently managing complex client relationships and making high-quality decisions under fiduciary, planning, investment, service, documentation, regulatory, and reputational constraints.\nAdvanced technical competence across multiple wealth-management disciplines and the judgment to recognize when specialist, legal, tax, compliance, committee, or executive involvement is required.\nCFP and/or CPA strongly preferred for senior candidates. JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials are also highly valued depending on the candidate’s experience and assigned responsibilities.\nDemonstrated ability to develop business, cultivate referral sources, lead major prospect opportunities, mentor others, influence without relying solely on title, and raise the quality of team decision-making.\nSecurities licensing is not required for the core Senior Wealth Advisor role unless Croghan separately assigns licensed activity through approved channels.\nDesired Skills, Knowledge, Abilities and Backgrounds\nAdvanced planning-oriented professional with strong client relationship instincts and credible technical judgment.\nParticularly attractive backgrounds include CFP, CPA, JD, CTFA, CPWA, CIMA, CFA, advanced planning, tax, estate planning, RIA lead advisor, family office, private wealth, or senior fiduciary advisory experience.\nAble to lead business development in a relationship-based, fiduciary, planning-oriented manner rather than through transactional sales tactics.\nCredible with attorneys, CPAs, business owners, executives, multi-generational families, bankers, and community leaders.\nWilling to mentor others, share expertise, build team standards, and help institutionalize client relationships.\nWhat We Offer -\nFair, competitive salaries evaluated against benchmarked data on a normal basis\nAnnual incentive compensation program\nComprehensive benefits package including Medical, Dental, and Vision insurance\n401(k) with a company match and additional annual contributions\nBank provided Group Life Insurance, Short-Term and Long-Term Disability Programs\nVacation, paid federal holidays, and additional PTO\nA community-based, hometown culture\nA collaborative environment supportive to continual growth and development\nWho We Are -\nCommunity 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, Seneca Counties and beyond. 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!\nJoin 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.\nAccepting applications through November 15th, 2026\nEqual Opportunity and Affirmative Action Employer, M/F/Disabled/Vet","description_format":"text","description_chars":7644,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Life insurance","Professional development","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks"],"lifecycle":[{"event":"open","at":"2026-10-29T20:16:07Z"}],"visa":[],"liveness":{"score":88,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.934,"p_room":0.945,"age_days":5,"expected_fill_days":15,"reasons":["conf:4","wave","win:mid"],"computed_at":"2026-11-04T06:34:25Z"},"pay":null,"html_url":"https://alion.io/job/croghan-senior-trust-wealth-advisor-2","json_url":"https://alion.io/job/croghan-senior-trust-wealth-advisor-2.json","meta":{"generated_at":"2026-11-04T21:27:20Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":33280,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":721002},"rest":"https://alion.io/mcp/rest/get_company?id=721002"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcroghan-senior-trust-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcroghan-senior-trust-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcroghan-senior-trust-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/croghan-senior-trust-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcroghan-senior-trust-wealth-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3481501}},{"tool":"search_jobs","arguments":{"company":"croghan.bank","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3481501},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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