Senior Wealth Advisor - Client‑Focused Growth & Planning
$120k - $205kBoulay
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. #J-18808-Ljbffr Boulay
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Client‑Focused Growth & Planning in Eden Prairie, MN vacancy
$110k - $150k
Description Description Senior Financial Planner & Client Strategist Firm: NewSpring Wealth Partners... ...shifting day-to-day planning execution and... ...allowing for greater focus on client... ...relationships and business growth. The ideal... ...client meetings as co-advisor for discovery,...SeniorWork at officeShift work3 days per week$120k - $205k
...We are seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals... ...long‑term goals through thoughtful planning, investment insight, and proactive... ...meaningfully to the firm’s growth by actively supporting the identification...SeniorFlexible hoursBoulay Group
Eden Prairie, MN1 day ago$110k - $150k
...Minnetonka, MN is looking for a Senior Financial Planner & Client Strategist to enhance... ...interactions and execute planning strategies. The ideal candidate... ...of advisory experience, focusing on affluent clients and... ...flexible, high-trust workplace. #J-18808-Ljbffr Sanctuary WealthSeniorFlexible hours- ...status quo and help clients achieve what... ...most. Schwab Wealth Advisory is a fee... ..., Wealth Advisor , you'll manage... ...holistic financial planning, and provide tailored... ...them stay focused on long ‑ term... ...Demonstrates a senior learning mindset... ...champion your growth through meaningful...SeniorWork at office
Charles Schwab Careers
Edina, MN2 days ago $80k - $110k
Boulay is seeking a Senior Financial Planner to join their Eden Prairie, Minnesota team. This role involves preparing comprehensive financial plans and presentations, managing client relationships, and developing strategic financial recommendations. Candidates should possess...SeniorFlexible hours- Sanctuary Wealth Group LLC is seeking a Senior Financial Planner & Client Strategist in Minnetonka, MN. The ideal candidate will help expand the firm's capacity, focusing on client relationships and business growth. Responsibilities include client advisory work, project...Senior
$108.1k - $192k
...Senior Wealth Advisor CLA is a top 10 national professional... ...opportunities every day, for our clients, our people, and our... ...through industry-focused wealth advisory,... ...for durable, organic growth. Our advisors average... ...comprehensive, planning?led experience anchored...SeniorWork at officeShift work$80k - $110k
...We are seeking a client‑focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate complex...SeniorFlexible hoursBoulay
Eden Prairie, MN4 days ago- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long-term relationships with clients. The role partners closely... ...holistic financial planning, access to institutional quality... ...for enhanced lead flow and growth for our Advisors. Responsibilities...Senior
Beacon Pointe Advisors
Minneapolis, MN20 hours ago $120k - $205k
Boulay Group is seeking a Senior Wealth Advisor in Eden Prairie, Minnesota. This role involves providing... ...personalized financial guidance to clients and managing their wealth strategies... ...in client relationships and financial planning. The position offers a competitive...SeniorFlexible hours$163.8k - $280.8k
...in an environment where your growth and development are... ...check on all new hires. The Senior Wealth Advisor is responsible for developing... ...HNW) and ultra high net worth clients (UHNW), typically holding $3... ...strategies, business succession planning, sophisticated tax aware...SeniorHourly payFull timeWork experience placementShift workAssociated Banc-Corp
Minneapolis, MN3 days ago- ...Senior Wealth Advisor About the Company Expanding registered investment... ...and deepening high-net-worth client relationships. The successful... ...investment, estate, and tax planning. This role involves leading... ...in wealth management, with a focus on tax-efficient and after-...SeniorWork at office
- UnitedHealth Group in Eden Prairie is looking for a Senior Account Manager (Relationship Executive) to drive client success through strategic partnerships. The role emphasizes client growth, retention, and satisfaction while serving as the primary point of contact for employer...SeniorRemote job
- A community-focused financial institution is seeking a motivated Personal Banker to provide exceptional customer service. The ideal candidate will manage client relationships, process transactions, and promote various banking products. The role includes opening accounts...
$90k - $155.16k
...Senior Client Executive The Senior Client Executives grow the incredible... ...Manage the prospecting plan development and execution for... ...deliver of compelling solution-focused client presentations for a C-... ...results-driven, positive, upbeat, growth-oriented attitude Ability...SeniorLocal areaRemote workWork from homeHome office$145k - $195k
...believe in flexibility. We focus on relationships. We... ...practice is seeking a Senior Manager with strong nonprofit... ..., build trusted client relationships, and bring... ...while contributing to the growth and impact of our... ...consultative support on financial planning and strategy. Mentor...SeniorTemporary workLocal areaRemote workFlexible hoursWipfli
Minneapolis, MN4 days ago$74k - $138k
...Wealth Management Relationship Manager Serves as... ...-high-net-worth (UHNW) clients, delivering a comprehensive... ...and holistic financial planning. This role combines... ...laws and regulations. Focus is primarily on business... ..., and power economic growth around the world. As...Part timeLocal areaBmo
Minneapolis, MN4 days ago- ...status quo and help clients achieve what... ...matters most. Schwab Wealth Advisory is a fee‑... .... As a Wealth Advisor , you ’ll manage ongoing... ...financial planning, and provide tailored... ...helping them stay focused on long‑term goals... ...We champion your growth through meaningful...Work at office
Charles Schwab
Minneapolis, MN1 day ago $150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...intersection of Tax Planning, Financial Planning,... ...grow with a future-focused, innovative firm.... ...: Be part of a high-growth firm that is passionate...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Minneapolis, MN3 days ago$102k - $190k
...portfolio of prospect and client relationships and... ...financial planning needs. Coordinates... ...recommendations to senior leaders on strategy... ...client. Shares wealth solutions expertise... ...and drive business growth. Meets high‑quality... ...skills; with a focus on cross‑group collaboration...Part timeLocal areaShift workHispanic Alliance for Career Enhancement
Minneapolis, MN1 day ago$70k - $115k
NFP Corp, an award-winning organization, is seeking a Retirement Plan Advisor in Plymouth, Minnesota. This role focuses on managing established client relationships in a service-driven capacity. Responsibilities include leading quarterly investment reviews and addressing...Senior$61k - $119k
...Financial Advisor Opportunity Becoming a... ...you can help your clients achieve their goals... ...through financial planning. On your path to becoming... ...representative focused on client-building... ...investments for growth, insurance for... ...Northwestern Mutual Wealth Management Company...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Minnetonka, MN13 days ago$75k - $150k
...entrepreneurial-minded advisors, analysts, accountants... ...impact and future focused growth. We don't just... ...opportunities. We work with our clients to create innovative... ...a highly skilled Wealth Advisor to join our... ...supporting the financial planning process. The primary...Work experience placementWork at officeLocal areaWork from homeFlexible hoursBoeckermann Grafstrom and Mayer
Minneapolis, MN1 day ago- ...together. Schwab Wealth Advisory is a fee... ...Associate Wealth Advisor , you'll support... ...retaining virtual client relationships while... ...customized financial planning support and... ...outcomes and personal growth. Your work directly... ...culture, and focus on your development...Work at office
Charles Schwab
Minneapolis, MN3 days ago $64.2k - $116.4k
...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta... ...'s fast-changing world, our clients' needs are increasingly... ...various account decisions, annual planning, financial performance... ...needed, in order to provide focused advice. Ability to adapt quickly...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Minneapolis, MN4 days ago$78k - $118.1k
...Tennant is currently seeking a Senior Financial Analyst at our... ...will be part of the Financial Planning & Analysis organization and will... ...and decision support, with a focus on operating expense management... ...leadership Team-oriented with a strong client service mindset Ability to...SeniorLocal areaTennant
Eden Prairie, MN2 days ago$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals through financial planning. On your path to... ...financial representative focused on client‑building and obtaining... ...investments for growth, insurance for protection...Work at office$72k - $145k
...Senior Wealth Advisor CLA is a top 10 national professional... ...opportunities every day, for our clients, our people, and our... ...through industry-focused wealth advisory,... ...knowledge in financial planning, tax, insurance,... ...collaboration and career growth. We pay competitive...Interim roleWork at office$90k - $115k
...partner with an Am Law 100 law firm in their search for a Senior Financial Planning & Analysis Analyst to join their team in Denver, Detroit,... ...high-level financial operations in a collaborative, client-focused environment. The ideal candidate will bring strong analytical...SeniorLocal areaTrustpoint.One
Minneapolis, MN1 day ago$63k - $205k
## Senior Financial AnalystApplylocations: Eden Prairie, MN, USA:... ...make a real impact in a high-growth company that’s redefining security... .... We are looking for a focused financial professional who can... ...business.**Responsibilities*** Own planning, forecasting, and monthly...SeniorLocal areaRemote workWorldwideFlexible hoursArctic Wolf Co
Eden Prairie, MN1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Client‑Focused Growth & Planning. Be the first to apply!
Related searches
- financial associate Eden Prairie, MN
- financial consultant Eden Prairie, MN
- financial planning assistant Eden Prairie, MN
- financial advisor associate Eden Prairie, MN
- estate planning consultant Eden Prairie, MN
- jde finance consultant Eden Prairie, MN
- financial advisor development program Eden Prairie, MN
- financial planning associate Eden Prairie, MN
- financial planner Eden Prairie, MN
- financial counselor Eden Prairie, MN