State Bank
Senior Retirement Plan Advisor & Wealth Strategist
State Bank, Sylvania, Ohio, United States, 43560
A leading financial institution in Sylvania, Ohio is seeking a Retirement Plan Wealth Advisor. In this full-time role, you will serve as the primary fiduciary advisor for employer-sponsored retirement plans and nurture individual wealth relationships. Your responsibilities include leading plan management, providing compliance guidance, and enhancing client relationships. The ideal candidate has at least 5 years of experience and a Bachelor’s in finance or related field, with additional certifications preferred. This role also requires a consultative approach and strong analytical skills.
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