Senior Financial Planner & Wealth Strategy Lead

Croak Capital; Toledo (OH); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Croak Capital, a fast-growing hospitality-focused wealth management firm in Northwest Ohio, seeks an experienced Lead Financial Planner to own client relationships, drive sophisticated portfolio strategies, and optimize planning processes from our Toledo office.

The role demands 3+ years of client-facing wealth management, credentials (CFP, CPA, CFA or JD) and Series 65, plus strong tech fluency with Salesforce and planning software. Hybrid work may be available with occasional in-town presence.

Qualifications

• 3+ years of client-facing experience in wealth management.
• Credentials: CFP®, CPA, CFA or JD preferred; Series 65 required.
• Advanced skills in financial planning software and Salesforce.
• Strong communication skills; leadership mindset.
• Elite level performance and high-impact role readiness.

Responsibilities

• Own Current Client Relationships: build trust with high-value clients and deliver personalized advice.
• Drive Portfolio Strategy: create and execute plans aligned with client objectives.
• Innovate Financial Planning: enhance tools and processes for superior outcomes.
• Deliver Results: conduct portfolio reviews, identify opportunities, mitigate risks.
• Lead by Example: mentor team, foster accountability, adapt quickly.

Skills

Client relationship management

Financial planning

Leadership / mentoring

Communication

Tech fluency

Education

CFP, CPA, CFA, or JD preferred

Series 65 or comparable license

Tools

Salesforce

Financial planning software

AI analysis tools

Job description

Croak Capital, a fast-growing hospitality-focused wealth management firm in Northwest Ohio, seeks an experienced Lead Financial Planner to own client relationships, drive sophisticated portfolio strategies, and optimize planning processes from our Toledo office.

The role demands 3+ years of client-facing wealth management, credentials (CFP, CPA, CFA or JD) and Series 65, plus strong tech fluency with Salesforce and planning software. Hybrid work may be available with occasional in-town presence.