Wealth Advisor

Join Birchcreek Wealth Management in Dayton, Ohio We’re a fun, collaborative, fee‑only fiduciary firm that puts clients first - without ever pushing products or playing sales games. If you’re 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. You Are Passionate about financial planning. You listen, understand a client’s 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 3–10+ 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, Fidelity’s Wealthscape, and Excel (preferred). We Offer Competitive salary. 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! #J-18808-Ljbffr