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Home › Companies › 8b481c89 9b0c 43ba 8eba 8b1bdd2cb36b 19000101 000001 › Investment Advisor

Investment Advisor

8b481c89 9b0c 43ba 8eba 8b1bdd2cb36b 19000101 000001 · Bowling Green, OH, US, Bowling Green, OH; Walbridge, OH, US, Walbridge, OH; Perrysburg, OH, US, Perrysburg, OH; Findlay, OH, US, Findlay, OH · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company8b481c89 9b0c 43ba 8eba 8b1bdd2cb36b 19000101 000001
TitleInvestment Advisor
Normalized title-
Department / team-
LocationBowling Green, OH, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

Company8b481c89 9b0c 43ba 8eba 8b1bdd2cb36b 19000101 000001
Source277f6f82-0c43-49e2-9892-8b386ff66a29
ATS providerADP Workforce Now Recruiting

Description

ABOUT US Join a high‑performing, expanding $1.5B community bank with $3.2B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact. At State Bank, we are building a culture grounded in collaboration, innovation, and integrity, while continuing to invest in our people and the communities we serve. We value individuals who take initiative, think strategically, and are committed to both personal and organizational growth. Our approach recognizes contributions and effort, supports professional development, and provides meaningful financial rewards, including opportunities to grow your career within a strong, stable, and expanding organization. If you feel you have what it takes to become part of a high‑performing team of professionals and deliver regional growth goals in a competitive landscape and enjoy strong financial recognition for your leadership and work this opportunity just might be for you. EDUCATION Bachelor’s degree (B.S. or B.A.) in Finance, Business, Economics, or a related field preferred; specialized insurance and financial services education and training; State Insurance/Health License; Series 6, 63 and 7 licenses (or ability to obtain and maintain). EXPERIENCE Minimum of four (4) years of experience in a brokerage, financial services, banking, or related advisory role preferred REQUIRED SKILLS • Strong knowledge of brokerage, investment, insurance, and trust products • Working knowledge of FINRA, SEC, and applicable state regulations • Ability to assess client financial objectives, risk tolerance, and suitability • Strong client service, relationship management, and consultative sales skills • Effective verbal and written communication skills • Attention to detail with strong documentation and record‑keeping abilities • Ability to maintain confidentiality of sensitive customer and Bank information • Basic to intermediate proficiency in computer systems and brokerage platforms • Ability to obtain and maintain all required licenses and registrations • Valid driver’s license and ability to travel within the Bank’s footprint PREFERRED SKILLS • Experience in a bank‑based brokerage or wealth management environment • Demonstrated ability to meet or exceed sales and performance goals • Business development and referral generation experience • Knowledge of retirement, investment planning, and asset allocation concepts • Experience working with compliance audits and regulatory examinations • CRM and client portfolio management system experience • Strong organizational and time‑management skills • Professional demeanor with strong interpersonal skills ROLE AND RESPONSIBILITIES The Investment Advisor is responsible for providing brokerage and investment services to clients by identifying financial needs, recommending appropriate investment and insurance products, and executing transactions in compliance with all applicable regulations and internal policies. This role supports the Bank’s business objectives through client relationship development, referral management, and adherence to regulatory, operational, and compliance standards. ESSENTIAL DUTIES 1. Provides direct customer services relating to brokerage and trust products and services as follows: a. Responds in a timely manner to referrals from internal personnel and existing or prospective clients. b. Establishes and maintains client relationships to support investment and service objectives. c. Gathers and documents all required customer information, including suitability and risk assessment. d. Maintains client files and records in accordance with internal policies and regulatory requirements. 2. Establishes business and marketing activities to achieve goals and objectives: a. Develops and executes a business and marketing plan to meet assigned production and service goals. b. Participates in referral development and cross‑selling activities within the Bank. 3. Performs duties relating to the sale of brokerage and trust products:: a. Maintains appropriate licenses and registrations required to perform brokerage and insurance functions. b. Provides brokerage services to customers in alignment with annual sales objectives and departmental plans. c. Promotes Bank, trust, and brokerage services, with emphasis on investment and insurance products. d. Accepts customers buy and sell orders for securities and completes transactions accurately and timely. e. Handles incoming customer calls related to account activity, transactions, and service needs. f. Communicates customer service needs and account issues to the home office and follows through to resolution. g. Processes deposits of customer funds and securities. h. Processes customer check disbursements as requested. 4. Compliance and regulatory responsibilities: a. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. b. Maintains active awareness of changes in laws, regulations, and compliance requirements affecting brokerage and insurance accounts. c. Strictly adheres to compliance guidelines, ensuring all records are accurate, current, and audit‑ready. d. Complies with Bank policies and procedures supporting regulatory requirements including CRA, BSA, and ECOA. 5. Communication, coordination, and reporting: a. Coordinates departmental tasks with coworkers inside and outside the department to ensure operational efficiency and segregation of duties. b. Communicates with management and staff to integrate goals, activities, and service delivery. c. Responds to inquiries from customers, management, and staff within established timeframes and policies. d. Maintains assigned records and produces required reports, including sales and activity reports ANCILLARY DUTIES 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances. PHYSICAL REQUIREMENTS • Occasionally ascends/descends stairs to move through the different floors of the location. • Must be able to remain in a stationary position more than two-thirds of the time. • The person in this position needs to occasionally move about inside the office to accomplish tasks. • Occasionally adjust or move objects in all directions. • Frequently communicates with others to exchange information. • Constantly moves wrists, hands, and/or fingers. • Must be able to assess the accuracy, neatness, and thoroughness of the work assigned. • Occasionally has to work around noisy environments. • Sedentary work that primarily involves sitting/standing. • Ability to travel to meet customers throughout company footprint.

Full job record

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Org ID785bf09b-b71a-42cb-8b86-d613db572bd1
Source ID277f6f82-0c43-49e2-9892-8b386ff66a29
Board ID277f6f82-0c43-49e2-9892-8b386ff66a29
Provideradp_workforcenow
Provider Job Key598272
TitleInvestment Advisor
Normalized Title—
Statusactive
Activeyes
Location TextBowling Green, OH, US, Bowling Green, OH; Walbridge, OH, US, Walbridge, OH; Perrysburg, OH, US, Perrysburg, OH; Findlay, OH, US, Findlay, OH
Department—
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CountryUnited States
RegionOH
CityBowling Green
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First Seen At2026-05-31 18:24:48Z
Last Seen At2026-06-06 11:52:21Z
Last Checked At2026-06-06 11:52:21Z
Last Changed At2026-06-06 11:52:21Z
Inactive At—
Source Posted At2026-04-29 14:53:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><div><p data-pasted=\"true\" style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: 1.25; margin-top: 0px; margin-bottom: 1rem; color: rgb(38, 35, 33); font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; background-color: rgb(255, 255, 255);'><span style=\"font-family: arial, sans-serif; font-size: 16px;\"><strong>ABOUT US&nbsp;</strong></span></p><p style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; line-height: 1.25; margin-top: 0px; margin-bottom: 1rem; color: rgb(38, 35, 33); font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; background-color: rgb(255, 255, 255);'><span style=\"box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-family: arial, sans-serif;\">Join a high‑performing, expanding $1.5B community bank with $3.2B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact. At State Bank, we are building a culture grounded in collaboration, innovation, and integrity, while continuing to invest in our people and the communities we serve. We value individuals who take initiative, think strategically, and are committed to both personal and organizational growth. Our approach recognizes contributions and effort, supports professional development, and provides meaningful financial rewards, including opportunities to grow your career within a strong, stable, and expanding organization. If you feel you have what it takes to become part of a high‑performing team of professionals and deliver regional growth goals in a competitive landscape and enjoy strong financial recognition for your leadership and work this opportunity just might be for you.</span></p><p data-pasted=\"true\"><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>EDUCATION</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">Bachelor&rsquo;s degree (B.S. or B.A.) in Finance, Business, Economics, or a related field preferred; specialized insurance and financial services education and training; State Insurance/Health License; Series 6, 63 and 7 licenses (or ability to obtain and maintain).</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>EXPERIENCE</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">Minimum of four (4) years of experience in a brokerage, financial services, banking, or related advisory role preferred</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>REQUIRED SKILLS</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Strong knowledge of brokerage, investment, insurance, and trust products</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Working knowledge of FINRA, SEC, and applicable state regulations</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Ability to assess client financial objectives, risk tolerance, and suitability</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Strong client service, relationship management, and consultative sales skills</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Effective verbal and written communication skills</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Attention to detail with strong documentation and record‑keeping abilities</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Ability to maintain confidentiality of sensitive customer and Bank information</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Basic to intermediate proficiency in computer systems and brokerage platforms</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Ability to obtain and maintain all required licenses and registrations</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Valid driver&rsquo;s license and ability to travel within the Bank&rsquo;s footprint</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>PREFERRED SKILLS</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Experience in a bank‑based brokerage or wealth management environment</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Demonstrated ability to meet or exceed sales and performance goals</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Business development and referral generation experience</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Knowledge of retirement, investment planning, and asset allocation concepts</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Experience working with compliance audits and regulatory examinations</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; CRM and client portfolio management system experience</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Strong organizational and time‑management skills</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Professional demeanor with strong interpersonal skills</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>ROLE AND RESPONSIBILITIES</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">The Investment Advisor is responsible for providing brokerage and investment services to clients by identifying financial needs, recommending appropriate investment and insurance products, and executing transactions in compliance with all applicable regulations and internal policies. This role supports the Bank&rsquo;s business objectives through client relationship development, referral management, and adherence to regulatory, operational, and compliance standards.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>ESSENTIAL DUTIES</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">1. Provides direct customer services relating to brokerage and trust products and services as follows:</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">a. Responds in a timely manner to referrals from internal personnel and existing or prospective clients.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">b. Establishes and maintains client relationships to support investment and service objectives.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">c. Gathers and documents all required customer information, including suitability and risk assessment.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">d. Maintains client files and records in accordance with internal policies and regulatory requirements.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">2. Establishes business and marketing activities to achieve goals and objectives:</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">a. Develops and executes a business and marketing plan to meet assigned production and service goals.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">b. Participates in referral development and cross‑selling activities within the Bank.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">3. Performs duties relating to the sale of brokerage and trust products::</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">a. Maintains appropriate licenses and registrations required to perform brokerage and insurance functions.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">b. Provides brokerage services to customers in alignment with annual sales objectives and departmental plans.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">c. Promotes Bank, trust, and brokerage services, with emphasis on investment and insurance products.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">d. Accepts customers buy and sell orders for securities and completes transactions accurately and timely.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">e. Handles incoming customer calls related to account activity, transactions, and service needs.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">f. Communicates customer service needs and account issues to the home office and follows through to resolution.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">g. Processes deposits of customer funds and securities.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">h. Processes customer check disbursements as requested.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">4. Compliance and regulatory responsibilities:</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">a. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">b. Maintains active awareness of changes in laws, regulations, and compliance requirements affecting brokerage and insurance accounts.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">c. Strictly adheres to compliance guidelines, ensuring all records are accurate, current, and audit‑ready.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">d. Complies with Bank policies and procedures supporting regulatory requirements including CRA, BSA, and ECOA.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">5. Communication, coordination, and reporting:</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">a. Coordinates departmental tasks with coworkers inside and outside the department to ensure operational efficiency and segregation of duties.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">b. Communicates with management and staff to integrate goals, activities, and service delivery.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">c. Responds to inquiries from customers, management, and staff within established timeframes and policies.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">d. Maintains assigned records and produces required reports, including sales and activity reports</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>ANCILLARY DUTIES</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\"><strong>PHYSICAL REQUIREMENTS</strong></span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Occasionally ascends/descends stairs to move through the different floors of the location.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Must be able to remain in a stationary position more than two-thirds of the time.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; The person in this position needs to occasionally move about inside the office to accomplish tasks.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Occasionally adjust or move objects in all directions.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Frequently communicates with others to exchange information.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Constantly moves wrists, hands, and/or fingers.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Occasionally has to work around noisy environments.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Sedentary work that primarily involves sitting/standing.</span></p><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&bull; Ability to travel to meet customers throughout company footprint.</span></p></div><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" data-pasted=\"true\"><tbody><tr><td valign=\"top\" style=\"width: 100%;\"><p><span style=\"font-size: 16px; font-family: arial, sans-serif;\">&nbsp;</span></p></td></tr></tbody></table><div><p><br></p></div><p><br></p></div></div>\n",
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