What are the responsibilities and job description for the Private Wealth Advisor position at Croak Capital?
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.
Compensation Package
We reward high performance with high opportunity :
This role is based in our Toledo, OH office. Collaboration, accountability, and impact demand a strong in-office presence.
Salary : $150,000 - $210,000
