Wealth Management Professional
2 months ago
We are seeking a talented and enthusiastic individual to join our Wealth Management Department at Boulay Financial Advisors. Our team provides clients with holistic and integrated tax, estate, investment, and wealth advice to simplify their financial lives.
Key ResponsibilitiesAs an Intern, you will work directly with our Advisor team to understand the intricacies of our services. Your primary focus will be on providing direct assistance to our advisors and associates to fulfill the needs of our clients. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals.
Key Areas of Focus- Financial Planning Processes
- Work in financial planning software, eMoney, to build financial plans and craft recommendations.
- Assist with client onboarding and account administration.
- Research and present findings on assigned financial planning topics.
- Client Relationship Management
- Prepare for and participate in client meetings.
- Assist in the development of client communications.
- Tax Planning
- Roll over previous year tax returns into tax planning software, Holistiplan, to prepare for tax planning season.
- Prepare tax projections to illustrate tax planning opportunities for clients.
- Portfolio Management
- Assist with investment activities that may include trading, analyzing trends, and evaluating asset allocation.
- Learn about the due diligence that goes into selecting investment products.
To be considered for this role, you must:
- Pursue a bachelor's degree in financial planning, finance, or accounting.
- Have a minimum 3.0 GPA and a solid track record of academic achievements.
- Have completed intermediate finance and/or accounting course(s).
- Have a general understanding of financial markets, economics, investment products, and financial planning.
- Have a strong analytical aptitude and ability to synthesize complex information.
- Be detail-oriented with sound organizational skills.
- Be able to prioritize and be self-directed.
We offer a range of benefits to support your growth and development, including:
- Boulay Buddy Program
- Department Point Person
- Intern Appreciation Event
- Employee Appreciation Activities
- Training & Development Programs
- Open Doors at All Levels
- Feedback Discussion
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