Senior Wealth Advisor & Financial Planner

FPA of Charlotte; Dayton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Blake Schutter Theil Wealth Advisors, LLC in Dayton, OH is seeking a Wealth Advisor to join a small, established firm poised for growth. The role involves designing investment portfolios, coordinating planning analyses, and delivering a client-first experience.

The Wealth Advisor will work with owners and senior staff to perform detailed financial planning across goals, retirement, estate planning, tax considerations, and ensure timely service with a collaborative, entrepreneurial culture.

Qualifications

• Bachelor's degree in accounting and/or finance or related field.
• CPA-PFS and/or CFP license or pursuing such licenses.
• Series 65 license or pursuing such license.
• Minimum 5 years' experience in a financial service firm environment.
• Customer service orientation - excellent interpersonal skills and problem-solving abilities.

Responsibilities

• Design and oversee client investment portfolios with BST team.
• Conduct detailed financial planning and strategy development (goals, retirement, estate, tax).
• Meet with clients annually to ensure services are delivered as desired and progress is made.
• Provide an advice-based approach to financial solutions for clients.
• Maintain knowledge of planning concepts to assist wealth managers.
• Help evolve client service experience and enforce policies.

Skills

Client relationship

Communication

Team leadership

Financial analysis

Problem-solving

Education

Bachelor's degree in finance or related field

Tools

Holistiplan

eMoney

Income Lab

Orion

Job description

Blake Schutter Theil Wealth Advisors, LLC in Dayton, OH is seeking a Wealth Advisor to join a small, established firm poised for growth. The role involves designing investment portfolios, coordinating planning analyses, and delivering a client-first experience.

The Wealth Advisor will work with owners and senior staff to perform detailed financial planning across goals, retirement, estate planning, tax considerations, and ensure timely service with a collaborative, entrepreneurial culture.