What are the responsibilities and job description for the Wealth Management Advisor position at State Bank?
Company Description
Headquartered in Defiance, Ohio, SB Financial Group, Inc. is a diversified financial services holding company for the State Bank & Trust Company (State Bank). State Bank offers comprehensive financial services for consumers and small businesses, including wealth management, private client services, mortgage banking, and commercial and agricultural lending. With banking centers in nine Ohio counties and one center in Fort Wayne, Indiana, State Bank also operates loan production offices across the Tri-State region of Ohio, Indiana, and Michigan. As of May 2020, SB Financial was ranked #125 on the American Banker Magazine’s list of Top 200 Publicly Traded Community Banks and Thrifts.
Role Description
This is a full-time on-site role for a Wealth Management Advisor, located in the Toledo, Ohio or Defiance, Ohio Metropolitan Areas. The Wealth Management Advisor will serve as a recognized fiduciary expert on the relationship management team within their market. They will be responsible for providing financial advice and services to clients, including investment management, retirement planning, estate planning, and wealth protection. Day-to-day tasks include developing and maintaining client relationships, assessing client financial situations, creating personalized financial strategies, and collaborating with other financial professionals within the company.
Qualifications
- Strong knowledge of investment management, retirement planning, and estate planning
- Experience with financial analysis, portfolio management, and risk assessment
- Excellent interpersonal and communication skills
- Ability to develop and maintain client relationships
- Bachelor’s degree in finance, Economics, Business Administration, or related field preferred
- Relevant certifications such as JD (Juris Doctor), CFP (Certified Financial Planner), CFA (Chartered Financial Analyst) preferred, JD, or CTFA (Certified Trust Financial Advisor) preferred
- Experience in wealth management or financial advisory roles
- Strong ethical standards and commitment to fiduciary responsibility
