About this opportunity
State Bank lists this Banking Wealth Advisor — Growth & Client Impact opportunity in walbridge, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
State Bank seeks an Investment Advisor to deliver brokerage and investment services, identify client financial needs, and recommend suitable products. You will execute transactions in compliance with regulations and internal policies while expanding client relationships and managing referrals.
The role emphasizes maintaining licenses, staying current on rules, and supporting bank growth by meeting service and sales objectives in a regulated environment.
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Worksite address
walbridge, OH, 43465, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.