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.