Senior Wealth Advisor

Boulay; Eden Prairie (MN); Hybrid; USD 120,000 - 205,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Tuition reimbursement

Job summary

Boulay is looking for a Senior Wealth Advisor in Eden Prairie, MN. The role involves delivering personalized financial guidance and proactively managing client relationships. Candidates should have 7+ years of experience and hold series licenses like the Series 65. This position offers a salary range of $120,000 - $205,000 and a variety of benefits including 401(k), health insurance, and a flexible schedule. Join a team where strong attention to detail and client focus are essential for success.

Qualifications

• 7+ years of related experience.
• Must hold Series 65 license.
• CPFA, CMT, CFA, CFP, or CPA preferred.
• Ability to delegate and supervise less experienced staff.

Responsibilities

• Manage client planning process including initial financial plan creation.
• Implement investment strategies and manage client relationships.
• Prepare and deliver comprehensive financial plans and presentations.

Skills

Analytical problem solving

Relationship management

Business development awareness

Attention to detail

Education

College Degree

Tools

Financial planning software

Job description

We are seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions.

In this role, you will deliver personalized financial guidance, helping our clients align their wealth strategies with their long‑term goals through thoughtful planning, investment insight, and proactive relationship management.

Beyond advisory responsibilities, this position contributes meaningfully to the firm’s growth by actively supporting the identification and development of client opportunities.

The ideal candidate brings a balance of analytical rigor, business development awareness, and relationship‑driven service, with a commitment to delivering high‑quality, forward‑thinking solutions.

This is an opportunity to operate in a collaborative, professional services environment where initiative is valued, client relationships are paramount, and advisors are empowered to contribute to both individual client success and the firm’s broader strategic growth.

To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Financial Planning

• Manage client planning process, including:
• Initial financial plan creation
• Ongoing planning updates
• Regular scenario planning and analysis
• Recommendation of solutions
• Identification of new opportunities
• Prepare and deliver client financial plans and presentations
• Gather, organize, and synthesize client data within a financial planning context
• Develop and prepare investment implementation strategies for clients

Client Service Management

• Implementation of investment strategies
• Portfolio changes and review
• Ongoing due diligence of non-standard client holdings
• Insurance plan implementation and review
• Estate plan review
• Taxplanning
• 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 set-up and transfer of funds of new investment accounts
• Verify the validity and accuracy of client financial documents
• Navigate financial planning software prior to and during client meetings
• Identify new Employer Plan opportunities

Required Qualifications

• College Degree
• 7+ years of related experience
• Series 65
• CPFA, CMT, CFA, CFP, or CPA
• Ability to creatively solve problems and analyze client data
• Ability to delegate, supervise, and review the work of less experienced staff
• Ability to be flexible to changing circumstances and client needs
• Strong attention to detail

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

The annual salary range for this position is: $120,000 - $205,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes Betzina at [e-mail].