State Bank
A regional banking institution is looking for a Retirement Plan Wealth Advisor to serve as the primary fiduciary advisor for employer-sponsored plans. The role requires building strong relationships with clients while ensuring compliance with ERISA regulations. The ideal candidate will have 5+ years of experience in retirement plan administration or wealth management, along with relevant professional designations. This full-time position is based in Defiance, Ohio, and offers opportunities for travel to various employer sites.
#J-18808-Ljbffr