Strategic Wealth Advisor - Client & Planning
Job in
Eden Prairie, Hennepin County, Minnesota, 55344, USA
Listed on 2026-02-16
Listing for:
Boulay
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Eden Prairie, Minnesota is seeking a Wealth Advisor to manage client relationships and deliver financial planning services. This role involves preparing client financial plans, leading client meetings, and collaborating with team members to enhance service delivery. Candidates should possess a college degree, relevant certifications, and at least 5 years of experience in financial planning. A variety of benefits, including flexible working arrangements, are offered.
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