Elite Wealth Advisor — Lead High-Impact Portfolios (Hybrid)

Croak Capital

Toledo (OH)

Hybrid

USD 110,000 - 200,000

Full time

5 days ago

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Benefits offered by this job

Above-market pay

Performance bonuses

Autonomy

Career growth

Job summary

Croak Capital in Northwest Ohio is seeking a senior-level Financial Planner to own client relationships, lead sophisticated portfolio strategies, and optimize planning processes. This role focuses on high-value clients and a fast-growing firm.

You will leverage active portfolio management, private investments, and advanced planning tools, mentoring teammates and driving growth. Hybrid Toledo-based, compensation reflects experience and market demand.

Qualifications

3+ years of client-facing experience in wealth management.
CFP, CPA, CFA, or JD preferred; Series 65 license required.
Advanced skills in financial planning software, Salesforce, and leveraging AI tools to drive efficiency and insight.
Exceptional communication and leadership abilities.
Experience growing AUM and achieving client goals.

Responsibilities

Own current client relationships with high-value clients and deliver personalized advice.
Lead portfolio strategy and investment plans aligned with client objectives and growth goals.
Innovate financial planning tools and processes to deliver superior outcomes.
Conduct rigorous portfolio reviews, identify opportunities, and mitigate risks.
Mentor team members and help lead the company with a purpose.