Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 6 days ago

Trust & Wealth Advisor

The Croghan Colonial Bank7 open roles

Where
Toledo, Ohio, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowTrust & Wealth AdvisorThe Croghan Colonial Bank · Toledo, Ohio, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on The Croghan Colonial Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.3% of postings close within 7 days. Measured by our own scanner across the market. The Croghan Colonial Bank postings stay open a median of 18 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.6%3 days
  3. 13.3%7 days
  4. 21.3%14 days
  5. 35.7%30 days
  6. 59.1%60 days
This job: posted 6 days ago

The Croghan Colonial Bank median: 18 days open

The posting

Trust & Wealth Advisor - Greater Toledo Metro Area, OH (full-time, on-site)

Position Summary

The 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.

Primary Responsibilities

  • Serve as the primary relationship manager and relationship quarterback for an assigned group of Wealth Management and Trust Department clients.
  • Develop 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.
  • Lead periodic client reviews, planning discussions, and service meetings, including agenda preparation, internal coordination, decision documentation, follow-up assignments, and completion tracking.
  • Translate investment, fiduciary, estate, tax, retirement, and planning concepts into practical language that clients can understand and act on.
  • Coordinate with attorneys, CPAs, insurance professionals, bankers, investment resources, trust specialists, operations, and other professionals with appropriate client authorization.
  • Identify planning needs involving retirement income, cash flow, estate planning, beneficiary structure, charitable giving, education funding, tax sensitivity, business succession, insurance, and related client objectives.
  • Work with investment resources to align portfolio strategy, cash needs, restrictions, tax considerations, risk tolerance, asset allocation, and client objectives.
  • Where authorized by policy and delegated authority, participate in investment recommendations, portfolio implementation, approved investment actions, or trade execution through approved bank processes.
  • Understand fiduciary obligations, governing documents, account agreements, discretionary boundaries, conflicts, beneficiary issues, documentation standards, and escalation requirements.
  • Administer 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.
  • Develop and maintain internal referral relationships and external centers of influence, including attorneys, CPAs, business owners, commercial bankers, community leaders, and other professional advisors.
  • Identify 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.
  • Participate in prospect discovery, proposal development, client presentations, onboarding, community visibility, educational events, and COI development activities.
  • Maintain complete, timely, and accurate relationship notes, account documentation, review materials, approvals, issue tracking, and follow-up records.
  • Escalate material legal interpretation issues, beneficiary disputes, unusual distributions, conflicts, complaints, concentrations, policy exceptions, errors, or reputational concerns.

Qualifications

  • Bachelor’s degree in finance, business, accounting, economics, financial planning, or a related discipline preferred, or equivalent relevant experience.
  • Five 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.
  • Working knowledge of financial planning, investments, portfolio construction, retirement planning, trust and estate concepts, taxation concepts, fiduciary principles, and bank trust operations.
  • Strong client relationship, communication, organization, documentation, problem-solving, business development, and follow-through skills.
  • Advanced degree or professional credential such as CFP, CPA, CTFA, CIMA, CFA, JD, CPWA, AEP, or similar role-relevant designation preferred.
  • Securities licensing is not required for the core Wealth Advisor role unless Croghan separately assigns licensed activity through approved channels.

Desired Skills, Knowledge, Abilities and Backgrounds

  • Strong financial planning mindset and a desire to build long-term client relationships.
  • Comfortable discussing investments, estate planning, tax-aware planning, retirement income, and family wealth issues while recognizing when a specialist should be involved.
  • Commercially aware and willing to contribute to business development without approaching the role as a transactional sales position.
  • Able to develop attorney, CPA, banker, client, and community relationships that support high-quality growth.
  • Fiduciary-minded, collaborative, practical, empathetic, and accountable for follow-through.

What We Offer -

  • Fair, competitive salaries evaluated against benchmarked data on a normal basis
  • Comprehensive benefits package including Medical, Dental, and Vision insurance
  • 401(k) with a company match, safe harbor and profit-sharing
  • Bank provided Group Life Insurance, Short-Term and Long-Term Disability Programs
  • Vacation, paid federal holidays, and additional PTO
  • A community-based, hometown culture
  • A collaborative environment supportive to continual growth and development

Who We Are -

Community 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!

Join 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.

Accepting applications through November 15th, 2026

Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against The Croghan Colonial Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on The Croghan Colonial Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    The Croghan Colonial Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.