Senior Wealth Manager

4 weeks ago

Eden Prairie, United States Boulay Full time

We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for

The Senior Wealth Manager leads client relationships and is an experienced advisor at the Firm. This position has responsibility for managing existing client relationships, formulating and implementing advice, and is expected to develop new client relationships. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development and delivery. This position will often work with, train, and lead other staff members in client service delivery while under the limited supervision of Partners. This position will work cross-departmentally with other Boulay departments to accomplish projects and tasks effectively.

Essential Functions and Responsibilities: To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Manage client planning process, including:

  • Initial financial plan creation
  • Ongoing planning updates
  • Regular scenario planning and analysis
  • Recommendation of solutions
  • Identification of new opportunities
Manage client service, including:
  • Implementation of investment strategy
  • Portfolio reviews
  • Insurance plan implementation and review
  • Estate plan review
  • Tax planning
•Prepare and deliver client financial plans and presentations
•Lead client relationship development and management, including regular client contact and communications
•Initiate business development opportunities through client referrals, centers of influence, and organic marketing activities
•Initiate the setup and transfer of funds to new investment accounts
•Verify the validity and accuracy of client financial documents
•Gather, organize, and synthesize client data within a financial planning context
•Develop and prepare investment implementation strategies for clients
•Review documents for establishing and maintaining client accounts
•Navigate financial planning software prior to and during client meetings
•Review product recommendations as appropriate
•Manage correspondence with service providers, including resolution of service requests
•Research technical issues

Requirements

Qualifications and/or Experience: The requirements listed below represent the knowledge, skills and/or abilities required to perform the essential functions of this role successfully.

Required:
  • Bachelor's degree in finance, Financial Planning, Accounting or related degree
  • 8+ years of related experience
  • Strong financial planning/wealth management acumen and judgment
  • Solid track record of career achievements and work quality
  • CFP®, or CFA Certification(s)
  • FINRA Series 65 or 66
  • Strong understanding of general stock market, mutual fund, financial planning, and economic terminologies with a clear understanding of the financial planning process.
  • Expertise with financial planning software
  • Solid business development abilities and acumen
  • Strong computer skills, including proficiency in Microsoft Office Suite
  • Supervisory experience
  • Ability to delegate, supervise, and review work of less experienced staff
Benefits
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

  • Associate Wealth Advisor

    4 weeks ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    4 weeks ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 month ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    2 weeks ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 week ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 week ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 month ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 week ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Senior Wealth Manager

    3 weeks ago

    Eden Prairie, United States Boulay Full time

    Job Description Job Description We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for! The Senior Wealth Manager leads client relationships and is...

  • Senior Wealth Manager

    3 weeks ago

    Eden Prairie, United States Boulay Group Full time

    We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for! The Senior Wealth Manager leads client relationships and is an experienced advisor at the...

  • Senior Wealth Manager

    1 week ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for!The Senior Wealth Manager leads client relationships and is an...

  • Senior Wealth Manager

    2 months ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for!The Senior Wealth Manager leads client relationships and is an...

  • Wealth Management Associate

    1 month ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get...

  • On-Call Caregiver

    7 days ago

    Eden Prairie, United States Suite Living Senior Care Full time

    Job DescriptionJob DescriptionPOSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Eden Prairie, MNTYPE: On-Call AvailableSHIFT(S) AVAILABLE: AM (6am-2pm), PM (2pm-10pm) or NOC (10pm-6am) as neededBENEFITS:We offer Blue Cross Blue Shield Medical Plans, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company...

  • On-Call Caregiver

    3 weeks ago

    Eden Prairie, United States Suite Living Senior Care Full time

    Job DescriptionJob DescriptionPOSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Shakopee, MNTYPE: On-Call AvailableSHIFT(S) AVAILABLE: AM (6am-2pm), PM (2pm-10pm) or NOC (10pm-6am) as neededBENEFITS:We offer Blue Cross Blue Shield Medical Plans, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company match.We...

  • On-Call Caregiver

    3 weeks ago

    Eden Prairie, United States Suite Living Senior Care Full time

    POSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Shakopee, MNTYPE: On-Call AvailableSHIFT(S) AVAILABLE: AM (6am-2pm), PM (2pm-10pm) or NOC (10pm-6am) as neededBENEFITS:We offer Blue Cross Blue Shield Medical Plans, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company match.We are seeking Caregivers to join...

  • On-Call Caregiver

    1 week ago

    Eden Prairie, United States Suite Living Senior Care Full time

    POSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Shakopee, MNTYPE: On-Call AvailableSHIFT(S) AVAILABLE: AM (6am-2pm), PM (2pm-10pm) or NOC (10pm-6am) as neededBENEFITS:We offer Blue Cross Blue Shield Medical Plans, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company match.We are seeking Caregivers to join...

  • Caregiver (NOC Shift) - Senior Living Community

    6 days ago

    Eden Prairie, United States Suite Living Senior Care Full time

    Job DescriptionJob DescriptionPOSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Eden Prairie, MNTYPE: Part-time AvailableSHIFT(S) AVAILABLE: NOC (10pm-6am)BENEFITS: We offer Blue Cross Blue Shield Medical Plans, Dental, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company match.We are seeking Caregivers to...

  • Caregiver (AM Shift) - Senior Living Community

    5 days ago

    Eden Prairie, United States Suite Living Senior Care Full time

    Job DescriptionJob DescriptionPOSITION: CAREGIVERCOMPANY: Suite Living Senior CareLOCATION: Eden Prairie, MNTYPE: Part-time AvailableSHIFT(S) AVAILABLE: AM (6am-2pm)BENEFITS: We offer Blue Cross Blue Shield Medical Plans, Dental, PTO, Paid Holidays, company paid Life and Long-Term Disability, 401k with up to 3% company match.We are seeking Caregivers to join...

  • Senior Manager, Public Relations

    2 months ago

    Eden Prairie, United States HID Global Full time

    An Amazing Career Opportunity for a Senior Manager, Public Relations Location: Austin, TX; Arlington, VA; Eden Prairie, MN; Hurst, TX; Palm Beach Gardens, FL (Hybrid) Job ID: 24598 Are you seeking an opportunity to showcase your strong leadership skills by collaboratively managing an internal PR team and external agencies? Do you have a track record of...