Wealth Manager - Boulay

We are currently seeking a talented Wealth Manager to join our Wealth Management team.

Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial complexities of life. Work with a team of about 40 who serve successful entrepreneurs, individuals, families, and business owners to create customizable and dynamic plans to help reach their clients’ financial and personal goals. 

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

We want to build a career fit for your life.

Position Summary: The Wealth Manager is responsible for providing assistance to the Wealth Management Department in an effort to fulfill the needs of our clients. This position has responsibility for managing existing client relationships, formulating and implementing advice, and will begin to develop new client relationships.  This position will often work with, train and lead other staff members in client service delivery. Responsibilities include: data gathering, modeling, case design, scenario building, plan development, and presentation development and delivery. This position will participate in client meetings and offer advice under the supervision of Senior Wealth Managers and Partners. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. 

To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.  

• Prepare client financial plans and presentations for review by Senior Wealth Managers and Partners 

• Begin to lead client relationship development and management, including regular client contact and communications 

• Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification 

• Gather, organize, and synthesize client data within a financial planning context 

• Prepare and present financial scenarios 

• Initiates and proactively drives the financial planning process 

• Assist in the portfolio management process 

• Assist with 401(k) Plan marketing and servicing 

• Prepare documents for client meetings  

• Prepare and navigate financial planning software prior to and during client meetings 

• Attend client meetings in a technical, supporting and learning role 

• Begin to lead development of client communications 

• Lead clients’ 401(k) enrollment and educational meetings 

• Manage correspondence with service providers, including resolution of service requests 

• Assist with tax planning and compliance 

• Research technical issues 

• Communicate with advisor or clients when necessary to initiate or follow-up on planning engagements 

• Provide planning recommendations and communicate them effectively with the advisor and/or client 

Requirements

Required: 

• Bachelor’s Degree in Finance, Financial Planning, Accounting or related degree  

• 6+ years of related experience  

• Solid track record of career achievements and work quality 

• CFP® Certification 

• 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 

• Familiarity with financial planning software 

• Supervisory experience 

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home