Senior Wealth Advisor

Boulay•Eden Prairie, MN

12d•Hybrid

About The Position

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.

Requirements

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

Responsibilities

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
Implementation of investment strategies
Portfolio changes and review
Ongoing due diligence of non-standard client holdings
Insurance plan implementation and review
Estate plan review
Tax planning
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.