Senior Wealth Manager
Boulay
Eden Prairie, minnesota
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...