Wealth Advisor

Wealth Advisor

Birchcreek Wealth Management

Location:

Dayton, Ohio

Type:
Full Time

Salary: $80‑100k (transitions to % of revenue managed)

Categories:
Wealth Management

Sector:
Wealth Management

Preferred Education:

4 Year Degree

We’re a fun, collaborative, fee‑only fiduciary firm that puts clients first—without ever pushing products or playing sales games. If you are a CFP professional (or working toward the designation) with 3‑10+ years of relevant experience and love helping people work toward their ideal financial futures, we’d love to meet you.

• Passionate about financial planning. You listen, understand a client’s goals and values, then craft custom plans using Money Guide Pro or eMoney.
• A team player who thrives in a supportive, upbeat environment and communicates openly with advisors, CPAs, estate planning attorneys, and other allied professionals on behalf of clients.
• Proactive and driven to grow while providing excellent ongoing service to existing clients.
• Maintain curiosity around how we can serve clients better and stay on top of changes in the industry, economy, tax policy, etc.
• Experienced in retirement, Social Security, investment, tax, insurance, education, and estate planning.

• Walk new clients through a comprehensive financial planning process.
• Maintain proactive and ongoing communication with existing clients to review progress and tackle planning changes as they experience life changes.
• Utilize planning software to ensure all bases are covered for cash flow, investment, education, tax, insurance, and estate planning.
• Participate and contribute to periodic Investment and Financial Planning Committees with the team.
• Be open to be a resource or help train future Wealth Advisor Associates.

• 3‑10+ years of relevant experience.
• CFP designation (or working toward it).
• Series 65 or 66 (preferred).
• Experience delivering investment advisory services.
• Comfort with Money Guide Pro or eMoney, Holistiplan, Fidelity’s Wealthscape, and Excel (preferred).

• Competitive salary, transitioning to % of revenue managed.
• 401(k) with match.
• Medical insurance.
• Fun, collaborative team environment.
• In‑office Ping Pong table.

Ready to do meaningful work with a great team in Dayton? Apply today – we can’t wait to meet you!