Wealth Advisor
Boulay
About this role
A Wealth Advisor in the Wealth Management department provides financial guidance and investment advice to clients, helping them achieve their financial goals through personalized strategies. The role involves understanding clients' financial situations and maintaining strong relationships.
Skills
Qualifications
About Boulay
boulaygroup.comBoulay is a financial advisory firm based in Eden Prairie, Minnesota, specializing in accounting and tax consulting services. They cater to clients in the Minneapolis area and provide expertise in various financial areas, including investment strategies and business consulting. Boulay combines personalized service with in-depth industry knowledge, helping individuals and businesses navigate their financial needs effectively. Clients can reach out to them at (952) 893-9320 for tailored financial solutions.
Recent company news
National Institute of Standards and Technology (.gov)Building the Quantum Technology Supply Chain With MATTR
Aug 6, 2024
NEREJChad Boulay elevated to COO at Atlantic Property Management
Apr 26, 2024
Crain's Chicago BusinessRoundtable on Manufacturing
Mar 9, 2020
Finance & CommerceBoulay grows by acquiring Robert Steffen advisory firm
Oct 1, 2019
The Business JournalsJim Chapa, Hired at Boulay PLLP - Minneapolis / St. Paul Business Journal
Jun 30, 2023
About Boulay
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Boulay.
Salary
$108k – $146k
per year
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