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© All Rights Reserved. ApplyBlast.com
Croghan Colonial Bank
The Wealth Advisor serves as the primary relationship manager and fiduciary planner for clients of Croghan Colonial Bank’s Wealth Management and Trust Department, coordinating investment, planning, banking, tax, legal, and operational resources to meet client goals. The role focuses on long‑term relationship building, comprehensive financial planning, and business development within a bank trust environment, without requiring securities licensing for core duties.
Croghan Colonial Bank is a community bank serving Northwest Ohio since 1888, offering personal and business banking, mortgage loans, business lending, and wealth management services. With locations across the region, they provide personalized financial solutions including checking and savings accounts, small business loans, retirement planning, and investment strategies. Their mission is helping good people make good decisions at every stage of life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Croghan Colonial Bank.
Croghan Colonial Bank didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role
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