About this role
Senior Wealth Advisor at Boulay. Location: Eden Prairie, Minnesota, United States. Role: Manage planning, Lead relationships, Identify opportunities Requirements: College degree; 7+ years related experience; Series 65; CPFA/CMT/CFA/ CFP or CPA; ability to analyze client data and supervise staff; flexible to client needs; strong attention to detail. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, cpfa, cmt, cfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English