-
Senior Wealth Manager
4 days ago
Boulay Eden Prairie, United StatesJob 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 p ...
-
Senior Wealth Manager
2 days ago
Boulay Eden Prairie, United States PermanentWe 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 Management Associate
2 weeks ago
Boulay Eden Prairie, United StatesJob Description · Job 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. O ...
-
Senior Wealth Manager
1 week ago
Boulay Group Eden Prairie, United StatesWe 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 forThe Senior Wea ...
-
Senior Wealth Manager
1 week ago
Boulay Eden Prairie, United StatesJob Description · Job 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 ...
-
Associate Wealth Management Advisor
1 week ago
Northwestern Mutual Hopkins, United StatesJob Description · Job DescriptionSalary: · We are an award winning, Forbes recognized premier wealth management firm that delivers exceptional · experience and unique planning strategies, positioning us an indispensable part of our clients' lives. Our · clients are successful pr ...
-
Associate Wealth Management Advisor
3 weeks ago
Northwestern Mutual Hopkins, United StatesJob Description · Job Description Salary: · We are an award winning, Forbes recognized premier wealth management firm that delivers exceptional · experience and unique planning strategies, positioning us an indispensable part of our clients' lives. Our · clients are successful p ...
-
Wealth Management Compliance Officer
3 weeks ago
First International Bank & Trust Edina, United StatesFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First Inter ...
-
Wealth Management Associate
3 weeks ago
Equitable Advisors LLC Richfield, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
-
Senior Wealth Manager
2 weeks ago
Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
-
Senior Wealth Manager
3 weeks ago
The Judson Group Minneapolis, United StatesSenior Wealth Manager | Minneapolis, Minnesota · Reference Number: HRJ7603 · Location: Minneapolis, Minnesota · Judson Group has been retained by a $19B+ RIA with a national presence in their search for a · Senior Wealth Manager . This individual will be managing and servicing ...
-
Senior Wealth Manager
1 week ago
Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
-
Senior Wealth Manager
3 weeks ago
Judson Group Minneapolis, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance wit ...
-
Senior Wealth Manager
1 week ago
The Judson Group Minneapolis, United StatesSenior Wealth Manager | Minneapolis, Minnesota · Reference Number: HRJ7603Location: Minneapolis, MinnesotaJudson Group has been retained by a $19B+ RIA with a national presence in their search for a · Senior Wealth Manager . This individual will be managing and servicing client ...
-
Wealth Management Associate
3 weeks ago
Equitable Services Minneapolis, United StatesWealth Management Associate - Retirement Benefits Group - MN, Minneapolis PIN_43442 ) · Primary Location : UNITED STATES-MN-Minneapolis · Organization : Equitable Advisors · Description · Equitable Advisors is a leading firm in the financial services and insurance industry with a ...
-
Wealth Management Advisor
3 weeks ago
U.S. Bank Shoreview, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Associate Wealth Manager
1 week ago
New Planner Recruiting LLC Minneapolis, United States$350M+ AUM, BOUTIQUE, LIFE PLANNING FIRM · Interested? Click HERE for more information. · client is an independent financial planning firm in the Greater Minneapolis area that has been serving clients for nearly 25 years. The team thrives from helping their clients achieve thei ...
-
Associate Wealth Management Advisor
3 weeks ago
Northwestern Mutual Minneapolis, United StatesJob Description · Job Description Salary: · Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice's mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals a ...
-
Tax Manager, Private Wealth
1 week ago
Baker Tilly Virchow Krause Minneapolis, United StatesOverview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chi ...
-
Financial Wealth Relationship Manager
2 weeks ago
Stevens Minneapolis, United StatesJob Description · Job Description Salary: $60, $100,000.00 per year · Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporat ...
Senior Wealth Manager - Eden Prairie, United States - Boulay Group
Description
We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office.
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:
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 softwareSolid 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