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Blake Schutter Theil Wealth Advisors

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  • 1 month, 11 days ago

    Wealth Advisor

    Blake Schutter Theil Wealth Advisors - Dayton, OH, United States
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    JOB DESCRIPTION:The Wealth Advisor is responsible for working with firm ownership, wealth managers, and other wealth management team members in delivering the BST Wealth Advisors client experience and overseeing and coordinating team efforts beginning with the initial meeting, conducting detailed planning analysis, strategy development, and planning implementation process. The Wealth Advisor also works with administrative support staff to ensure new client account set up by reviewing new account ...

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