{"id":3481499,"url":"https://alion.io/job/croghan-trust-wealth-advisor-2","title":"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":"Legal","role_family":"Legal","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":100000,"max_usd":233000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2113},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-29T16:41:16Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-01T23:50:41Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Trust & Wealth Advisor - Fremont, OH (full-time, on-site)\nPosition Summary\nThe Wealth Advisor serves as a primary relationship manager and planning-oriented fiduciary advisor within Croghan Colonial Bank’s Wealth Management and Trust Department. The advisor leads assigned client relationships, understands each client’s goals and family circumstances, coordinates investment, planning, fiduciary, banking, tax, legal, and operational resources, and ensures that commitments are executed. The role is similar in many respects to a planning-centric RIA wealth advisor, 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\nServe as the primary relationship manager and relationship quarterback for an assigned group of Wealth Management and Trust Department clients.\nDevelop 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.\nLead periodic client reviews, planning discussions, and service meetings, including agenda preparation, internal coordination, decision documentation, follow-up assignments, and completion tracking.\nTranslate investment, fiduciary, estate, tax, retirement, and planning concepts into practical language that clients can understand and act on.\nCoordinate with attorneys, CPAs, insurance professionals, bankers, investment resources, trust specialists, operations, and other professionals with appropriate client authorization.\nIdentify planning needs involving retirement income, cash flow, estate planning, beneficiary structure, charitable giving, education funding, tax sensitivity, business succession, insurance, and related client objectives.\nWork with investment resources to align portfolio strategy, cash needs, restrictions, tax considerations, risk tolerance, asset allocation, and client objectives.\nWhere authorized by policy and delegated authority, participate in investment recommendations, portfolio implementation, approved investment actions, or trade execution through approved bank processes.\nUnderstand fiduciary obligations, governing documents, account agreements, discretionary boundaries, conflicts, beneficiary issues, documentation standards, and escalation requirements.\nAdminister or coordinate assigned personal trust, agency, IRA, fiduciary, investment management, and related wealth relationships in accordance with governing documents, bank policy, delegated authority, and applicable law.\nDevelop and maintain internal referral relationships and external centers of influence, including attorneys, CPAs, business owners, commercial bankers, community leaders, and other professional advisors.\nIdentify opportunities to deepen existing relationships, attract new clients, expand assets and revenue, and introduce appropriate bank or wealth-management services when in the client’s interest.\nParticipate in prospect discovery, proposal development, client presentations, onboarding, community visibility, educational events, and COI development activities.\nMaintain complete, timely, and accurate relationship notes, account documentation, review materials, approvals, issue tracking, and follow-up records.\nEscalate material legal interpretation issues, beneficiary disputes, unusual distributions, conflicts, complaints, concentrations, policy exceptions, errors, or reputational concerns.\nQualifications\nBachelor’s degree in finance, business, accounting, economics, financial planning, or a related discipline preferred, or equivalent relevant experience.\nFive 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.\nWorking knowledge of financial planning, investments, portfolio construction, retirement planning, trust and estate concepts, taxation concepts, fiduciary principles, and bank trust operations.\nStrong client relationship, communication, organization, documentation, problem-solving, business development, and follow-through skills.\nAdvanced degree or professional credential such as CFP, CPA, CTFA, CIMA, CFA, JD, CPWA, AEP, or similar role-relevant designation preferred.\nSecurities licensing is not required for the core Wealth Advisor role unless Croghan separately assigns licensed activity through approved channels.\nDesired Skills, Knowledge, Abilities and Backgrounds\nStrong financial planning mindset and a desire to build long-term client relationships.\nComfortable discussing investments, estate planning, tax-aware planning, retirement income, and family wealth issues while recognizing when a specialist should be involved.\nCommercially aware and willing to contribute to business development without approaching the role as a transactional sales position.\nAble to develop attorney, CPA, banker, client, and community relationships that support high-quality growth.\nFiduciary-minded, collaborative, practical, empathetic, and accountable for follow-through.\nWhat We Offer -\nFair, competitive salaries evaluated against benchmarked data on a normal basis\nComprehensive benefits package including Medical, Dental, and Vision insurance\n401(k) with a company match, safe harbor and profit-sharing\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":6862,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Retirement plans","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":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":14,"reasons":["conf:2","win:early"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/croghan-trust-wealth-advisor-2","json_url":"https://alion.io/job/croghan-trust-wealth-advisor-2.json","meta":{"generated_at":"2026-11-02T01:09:45Z","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":1767,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"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-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-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-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-trust-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcroghan-trust-wealth-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3481499}},{"tool":"search_jobs","arguments":{"company":"croghan.bank","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3481499},"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. Docs: https://alion.io/developers"}}