Private Wealth Advisor at Croak Capital in Toledo, Ohio

Job Description:

About Us

Croak Capital is a scaling wealth management firm that saw 35% AUM growth in 2024. We focus on delivering measurable results for high-value clients through precise strategies, innovative tools, and a commitment to excellence. We're building a team of professionals who thrive in high-performance environments and are driven to leave a lasting impact on the industry.

The Opportunity

We're seeking a Private Wealth Manager to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning processes. This is a leadership role for someone ready to drive outcomes and contribute to a bold growth trajectory.

What You'll Do

• Own 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®, 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:

• Competitive Pay: $150,000-$210,000 base salary, plus 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. Collaboration, accountability, and impact demand a strong in-office presence. Apply Now