Wealth Management Associate

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get hands-on client experience. Learn about financial planning processes, portfolio management, client relationship management, and tax planning.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

• Assist with financial planning process
• Assist in the portfolio management process
• Assist with 401(k) Plan marketing and servicing
• Help prepare documents for client meetings
• Assist with quarterly performance review
• Assist with client account administration function
• Assist in the development of client communications
• Assist with tax planning and compliance
• Assist in researching technical issues
• Assist in trading and the investment process
• Assist with client development and on-going relationship management
• Assist and facilitate the set-up and transfer of funds for new investment accounts

Requirements

• Bachelor’s degree in Finance, Financial Planning, Accounting, or related degree
• 0-3 years of accounting experience
• Minimum 3.0 GPA and a solid track record of academic achievements

• Sound understanding of general stock market, mutual fund, financial planning, and economic terminologies with a firm grasp of the financial planning process.
• Strong computer skills, including proficiency in Microsoft Office Suite
• Ability to be flexible to changing circumstances and client needs
• Strong attention to detail

• Ability to learn new processes and information quickly
• Ability to handle sensitive information and maintain confidentiality

Benefits

Boulay Offers

● Boulay Buddy Program ● Primary Advisor

● Paid Holidays, PTO & Personal time ● Mentorship Programs

● Training & Development Programs ● Open Doors at All Levels

● Extensive Benefit Offerings ● Employee Appreciation Activities

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.