Wealth Advisor

Join Birchcreek Wealth Management in Dayton, Ohio

Were a fun, collaborative, fee-only fiduciary firm that puts clients first - without ever pushing products or playing sales games. If youre a CFP professional (or working toward the designation) with 310+ years of relevant experience and love helping people work toward their ideal financial futures, wed love to meet you.

You Are

• Passionate about financial planning. You listen, understand a clients goals and values, then craft custom plans using MoneyGuide 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.

Your Day-to-Day

• 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

What You Bring

• 310+ years of relevant experience

• CFP designation (or working toward it)

• Series 65 or 66 (preferred)

• Experience delivering investment advisory services

• Comfort with MoneyGuide Pro or eMoney, Holistiplan, Fidelitys Wealthscape, and Excel (preferred)

We Offer

• 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 cant wait to meet you!