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Boulay Group

Wealth Advisor Hybrid: Lead Client Strategy

Boulay Group, Eden Prairie, Minnesota, United States, 55344

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A financial services firm in Eden Prairie is seeking a Wealth Advisor to manage existing client relationships and develop new ones. Responsibilities include preparing financial plans, leading client meetings, and collaborating with various departments. The ideal candidate has over 5 years of experience, holds a College Degree, and possesses relevant certifications like CFA or CPA. This role offers a competitive salary range of $87,000 to $130,000, along with various employee benefits including flexible schedules and a hybrid work environment. #J-18808-Ljbffr