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Senior Wealth Management Advisor & Financial Planner, Full-time (Maumee/Toledo, OH) -
Job Summary -
Responsible for the complete administration and financial planning of relationships that include personal trust accounts, agencies, and IRA. Represents the bank in contacts with customers, attorneys, beneficiaries and CPAs. Oversee the administration of the assigned personal accounts and complete the responsibilities, duties, and terms of the governing trust document.
Essential Job Duties -
Requirements -
Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet
Full Time
$86k-119k (estimate)
04/13/2024
06/11/2024