Wealth Manager in Minnesota

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.

As an Intern, you will work directly with the Advisor team to understand the “why” behind the services we provide. Wealth Management Interns will not be asked to generate business (through cold-calling or generating client leads) but rather focusing their time providing direct assistance to our advisors and associates to fulfill the needs of our clients. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, and direct mentorship.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to...

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...

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 about financial planning processes, portfolio management, client relationship management, and tax planning.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

We want to help you build a career fit for your life.

If you are looking for a unique...

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...