What are the responsibilities and job description for the Senior Financial Planner position at Croak Capital?
About Croak Capital
Croak Capital is a fast-growing wealth management firm in Northwest Ohio. We're focused on bringing in top talent in the early or mid-stage of their career looking to think and act with both high expectations and autonomy.
Salary Range: $110,000 - $200,000 based on experience.
We're looking for an individual focused on delivering excellence through attention to detail.
The Opportunity
We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning processes. Our firm focuses on complex strategies including private equity and private placement investments, trust structures, and cash flow planning.
What You'll Do
- Own Current Client Relationships: Build trust with high-value clients, delivering personalized advice and measurable results.
- 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 and foster a culture of accountability and excellence.
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.
Salary : $110,000 - $200,000