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Senior Wealth Management Advisor & Financial Planner
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Full-time
- Senior Wealth Management Advisor & Financial Planner, Full-time (Fremont, OH) -
- 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.
- Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that include personal trust accounts, agencies, and IRA. Complete the responsibilities, duties, and terms of the governing trust document.
- Manage the preparation for client meetings and follow up on actions needed to implement the wealth plan.
- Provide estate planning, tax planning and gifting strategies.
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