Wealth Advisor Jobs in Eden Prairie, MN

DescriptionWe are seeking a clientfocused 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 the...

Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achieving high levels of retention.Develop and communicate customized investment strategies based on clients financial goals risk tolerance and preferences.Serve as a secondary advisor for selected...