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 person we are looking for!
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:
Manage client service, including:
· 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
Requirements
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:
Benefits
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