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State Bank

Senior Retirement Plan Wealth Advisor

State Bank, Defiance, Ohio, United States, 43512

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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