Senior Wealth Manager

4 weeks ago

Eden Prairie, United States CareerBuilder 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
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:
Bachelors 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
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

#J-18808-Ljbffr

  • Associate Wealth Advisor

    3 days 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

    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

    5 days 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

    1 month 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

    4 weeks ago

    Eden Prairie, Minnesota, 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...

  • Wealth Management Associate

    1 week 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...

  • Wealth Management Associate

    4 weeks ago

    Eden Prairie, Minnesota, United States Boulay Full time

    We 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 hands-on client experience. Learn...

  • Senior Manager, Public Relations

    4 weeks 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...

  • Senior Procurement Manager

    23 hours ago

    Eden Prairie, United States SunOpta Companies, Inc Full time

    SunOpta Companies, Inc Senior Procurement Manager Eden Prairie , Minnesota Apply Now Senior Procurement Manager Eden Prairie Office, 7078 Shady Oak Road, Eden Prairie, Minnesota, United States of America Req #1510 Wednesday, November 15, 2023 SunOpta Overview: SunOpta Inc. is a leader in the plant-based foods and beverages industy. SunOpta is focused on...

  • Senior Sales Executive

    1 day ago

    Eden Prairie, United States C.H. Robinson Full time

    C.H. Robinson is looking to fill a Senior Sales Executive role. In this role you will grow Global Forwarding (International Air, Ocean & Rail) services by securing new profitable and sustainable customers. You will generate revenue and drive new business by managing sales meetings, presenting recommendations for supply chain improvements, and closing sales....

  • Senior Procurement Manager

    2 weeks ago

    Eden Prairie, United States SunOpta Full time

    Senior Procurement Manager Eden Prairie Office, 7078 Shady Oak Road, Eden Prairie, Minnesota, United States of America Req #1476 Monday, February 12, 2024 SunOpta Overview: SunOpta...

  • Senior Procurement Manager

    2 weeks ago

    Eden Prairie, United States SunOpta Full time

    Eden Prairie Office, 7078 Shady Oak Road, Eden Prairie, Minnesota, United States of America Req #1476 Monday, February 12, 2024 SunOpta Overview: SunOpta (Nasdaq:STKL) (TSX:SOY) is an innovative and sustainable manufacturer fueling the future of food. With roots tracing back over 50 years, SunOpta drives growth for today’s leading brands byserving as a...

  • Senior Sourcing and Operations Manager

    2 weeks ago

    Eden Prairie, United States The Village Company Full time

    Job DescriptionJob DescriptionThe Villiage Company, headquartered in Eden Prairie, MN creates bath, shower, hair, and body care products for the whole family under America's favorite brands.Our team is currently seeking a Senior Sourcing and Operations Manager. This role will lead cross-functional teams, including sales, marketing, creative, R&D, and...

  • Senior Sourcing and Operations Manager

    2 weeks ago

    Eden Prairie, United States The Village Company Full time

    The Villiage Company, headquartered in Eden Prairie, MN creates bath, shower, hair, and body care products for the whole family under America's favorite brands.Our team is currently seeking a Senior Sourcing and Operations Manager. This role will lead cross-functional teams, including sales, marketing, creative, R&D, and operations, through a highly...

  • Senior Sourcing and Operations Manager

    2 days ago

    Eden Prairie, United States The Village Company Full time

    Job DescriptionJob DescriptionThe Villiage Company, headquartered in Eden Prairie, MN creates bath, shower, hair, and body care products for the whole family under America's favorite brands.Our team is currently seeking a Senior Sourcing and Operations Manager. This role will lead cross-functional teams, including sales, marketing, creative, R&D, and...

  • Senior Estimator

    7 days ago

    Eden Prairie, United States Tanqeeb Full time

    Job SummaryThe Senior Estimator provides support to management during the pre-tender process starting from evaluating/assessing tenders, assessing risk factors to arrive at bid decisions, and estimating all the required material, equipment, and manpower needs to be able to arrive at reliable cost estimates for bidding projects.Job ResponsibilitiesStudy,...

  • Senior Benefits Analyst

    3 weeks ago

    Eden Prairie, United States unfi Full time

    Compile and analyze health and welfare plan data to identify trends including risk factors, claim expenses, turnover and other cost drivers that affect program cost. - Research and analyze peer companies and current benefit trends to estimate impact Benefits, Analyst, Accounting, Remote, Senior, Project Management, Grocery, Technology

  • Senior Civil Engineer

    1 day ago

    Eden Prairie, United States Tanqeeb Full time

    Job Description: A leading international engineering practice, offers services in architecture, interior design, master planning, landscape, urban design, and building consultancy within Asia & Middle East currently require a Senior Civil Engineer to join their organization. Qualifications: Education: Minimum Bachelor’s Degree in Civil Engineering or...

  • Senior Site Reliability Engineer

    1 day ago

    Eden Prairie, United States Optum Services, Inc. Full time

    Optum Services, Inc. Senior Site Reliability Engineer Eden Prairie , Minnesota Apply Now EMPLOYER: Optum Services, Inc. JOB TITLE: Senior Site Reliability Engineer LOCATION: 11000 Optum Circle, Eden Prairie, MN 55344 (Telecommuting available from anywhere in the U.S.) DUTIES: Research, design, and develop computer and network software or specialized utility...