Wealth Management Associate
3 weeks ago
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
- 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
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
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