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BoulayWealth Management

Senior Wealth Advisor

Eden Prairieonsitesenior$120K – $205K

Posted 3mo ago · via Workable

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About this role

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.…

Read the full description on Boulay's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

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2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Eden Prairie. We weight your proximity and willingness to relocate.

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Skills in this role

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