Senior Wealth Planner & Portfolio Strategy Lead

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

Benefits offered by this job

Performance-based bonuses

Ownership and impact on outcomes

Recognition and growth opportunities

Job summary

A leading wealth management firm in Toledo, OH is seeking a senior-level Financial Planner to take ownership of client relationships and lead sophisticated portfolio strategies. This role involves driving financial planning processes and mentoring team members. Candidates should have over 3 years of client-facing experience in wealth management and relevant credentials (CFP®, CPA, CFA, or JD preferred). The firm offers a competitive compensation package with performance-based bonuses and significant autonomy.

Qualifications

• 3+ years of client-facing experience in wealth management.
• Demonstrated ability to grow AUM and achieve client goals.
• Advanced skills in financial planning software and Salesforce.

Responsibilities

• Build trust with high-value clients, delivering personalized advice.
• Lead the creation and execution of investment plans.
• Enhance financial planning tools and processes.

Skills

Client-facing experience in wealth management

Ability to grow AUM

Advanced skills in financial planning software

Exceptional communication

Proactive problem-solving

Education

CFP®, CPA, CFA, or JD preferred

Series 65 or comparable license required

Tools

Salesforce

AI tools

Job description

A leading wealth management firm in Toledo, OH is seeking a senior-level Financial Planner to take ownership of client relationships and lead sophisticated portfolio strategies. This role involves driving financial planning processes and mentoring team members. Candidates should have over 3 years of client-facing experience in wealth management and relevant credentials (CFP®, CPA, CFA, or JD preferred). The firm offers a competitive compensation package with performance-based bonuses and significant autonomy.