Wealth Manager
Boulay
Eden Prairie, minnesota
We are currently seeking a talented Wealth Manager to join our Wealth Management team.
Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial complexities of life. Work with a team of about 40 who serve successful entrepreneurs, individuals, families, and business owners to create customizable and dynamic plans to help reach their clients’ financial and personal goals.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
We want to build a career fit for your life.
Position Summary: The Wealth Manager is responsible for providing assistance to the Wealth Management Department in an effort to fulfill the needs of our clients. This position has responsibility for managing existing client relationships, formulating and...