Wealth Advisor

Wealth Advisor Posted: 09-Jun-26 Location: Dayton, Ohio Type: Full Time Salary: TBD The Opportunity Are you interested in joining a small, established firm that is poised for growth? Do you have a passion for wealth management and financial planning to help clients achieve their goals? Can you bring an entrepreneurial spirit and best practices to help shape the future of the firm? Does working as part of a collegial team with a client‑first ethos appeal to you? About The Company Blake Schutter Theil Wealth Advisors (BST) was formed from a merger of Blake‑Schutter Wealth (BSW) with Ray|Theil Wealth Management (RT). BSW, a 2019 spin‑off of Miller‑Valentine’s (MV) Investor Services Group, joined forces with the investment advisory arm of RT on July 1, 2024. The combined firm, BST, located in the Dayton Metro area, is an independent fee‑only RIA with a 25‑year history of providing MV owners, and other high net worth clients, investment and wealth advisory services. Through a partnership with the sister entity, Culmen Real Estate Services, BST can also provide results that enhance the value of their client’s real estate investment component of their wealth. Purpose The Wealth Advisor is responsible for working with firm ownership, wealth managers, and other wealth management team members in delivering the BST client experience and overseeing and coordinating team efforts. What You’ll Be Doing Work closely with in‑house and outsourced investment teams in designing, managing, and overseeing client investment portfolios. Conduct detailed financial analysis and strategy development in goal identification, cash flow & retirement forecasting, estate planning, asset protection, tax planning, investment oversight, and other items impacting the planning process. Meet with clients at least annually to ensure services are being delivered, strategies implemented, progress monitored, and portfolio allocations remain aligned with client risk tolerance. Provide an advice‑based approach to financial solutions to firm clients. Maintain working knowledge of personal financial planning concepts to assist Wealth Managers. Assist management in evolving the client service experience and ensuring policy and procedures are executed. Key Requirements Bachelor’s degree preferably in accounting and/or finance. CPA‑PFS and/or CFP license or working to attain such licenses. Series65 license or working to attain such license. Minimum 5 years’ experience in a financial services firm. Experience interacting with clients, business owners and/or senior management. Experience with legal documents and related legal terms a plus. Customer service orientation – excellent interpersonal skills and problem‑solving abilities. Proven management administrative skills. Ability to organize, plan, and multi‑task. Proficient in Microsoft Word, Excel, PowerPoint, and Outlook. Experience with financial planning, custodial, and investment software. Highly proficient written and verbal communication skills. Key Success Attributes Excellent leadership skills and strong understanding of income and estate tax principles with solid investment knowledge. Ability to read and comprehend complex wealth management concepts and communicate effectively in one‑on‑one or small group settings. Strong attention to detail and high accuracy. Self‑disciplined and capable of completing critical tasks with minimal supervision. Highly developed written and verbal communication skills with advanced people skills. Maintaining standards of professionalism in confidentiality, teamwork, timeliness, and effective communication. Core Values Relationships matter Excel in continuous improvement Seek proactive solutions Listen first then act Details matter The Payoff Join a reputable, growing firm and work side‑by‑side with owners and senior leadership. Enjoy professional and financial growth. Collaborate with an experienced, talented, and client‑centric team. Utilize and gain experience with industry software such as Holistiplan, eMoney, Income Lab, and Orion. #J-18808-Ljbffr