Senior Financial Advisor

Croak Capital; Toledo (OH); Hybrid; USD 110,000 - 200,000; Full time

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.

Skills

Client relationships

Wealth management

AUM growth

Communication

Leadership

Education

CFP

CPA

CFA

JD

Tools

Salesforce

Financial planning software

AI tools

Job description

We're a fast-growing, hospitality-focused wealth management firm in Northwest Ohio. Our goal is to bring in the absolute highest level of talent in the early or mid-stage of their career to quickly take over an existing book of mid-to-high worth clients.

Salary Range: $110,000 - $200,000+ based on experience. Willing to pay above market rates for the right fit and talent profile.

The Opportunity

We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated and complex portfolio strategies, and optimize financial planning processes. Our firm utilizes active portfolio management techniques, private equity and private placement investments, trust structures, and cash flow planning often.

What You'll Do

• Own Current Client Relationships: Build trust with high-value clients, delivering personalized advice and measurable results. Delivering an optimized client interaction will be your number one priority.
• Drive Portfolio Strategy: Lead the creation and execution of investment plans aligned with client objectives and our growth goals.
• Innovate Financial Planning: Enhance our financial planning tools and processes to deliver superior outcomes for clients and the firm.
• Deliver Results: Conduct rigorous portfolio reviews, proactively identify opportunities, and mitigate risks.
• Lead by Example: Mentor team members, foster a culture of accountability and excellence, adapt quickly to change, and help lead the company with a purpose.

What We're Looking For

We’re looking for someone who is already performing at an elite level and is ready for a high-impact role.

• Proven Results: 3+ years of client-facing experience in wealth management, with a demonstrated ability to grow AUM and achieve client goals.
• Credentials: CFP®, CPA, CFA, or JD preferred, Series 65 or comparable license required.
• Tech Mastery: Advanced skills in financial planning software, Salesforce, and leveraging AI tools to drive efficiency and insight.
• Exceptional Communication: Ability to distill complex strategies into clear, actionable advice.
• Leadership Mindset: A proactive problem solver who thrives in fast-paced, high-stakes environments.

Compensation Package

We reward high performance with high opportunity:

• Financial Incentive: Willing to pay above market rate with performance-based bonuses tied to firm and client growth.
• Impact and Autonomy: Take ownership of outcomes and make decisions that directly shape the firm’s trajectory.
• Legacy Opportunity: Be a critical part of scaling Croak Capital while creating meaningful value for clients and the firm.
• Recognition and Growth: Your contributions will be visible, valued, and rewarded in a firm that prioritizes excellence.

This role is based in our Toledo, OH office - hybrid may be available if there is a connection to Toledo, Ohio or if you spend at least 8 weeks/year in town.