Boulay
Wealth Manager
Boulay, Eden Prairie, Minnesota, United States, 55344
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 PartnersBegin to lead client relationship development and management, including regular client contact and communicationsManage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identificationGather, organize, and synthesize client data within a financial planning contextPrepare and present financial scenariosInitiates and proactively drives the financial planning processAssist in the portfolio management processAssist with 401(k) Plan marketing and servicingPrepare documents for client meetingsPrepare and navigate financial planning software prior to and during client meetingsAttend client meetings in a technical, supporting and learning roleBegin to lead development of client communicationsLead clients' 401(k) enrollment and educational meetingsManage correspondence with service providers, including resolution of service requestsAssist with tax planning and complianceResearch technical issuesCommunicate with advisor or clients when necessary to initiate or follow-up on planning engagementsProvide planning recommendations and communicate them effectively with the advisor and/or clientRequirements
Required:
Bachelor's Degree in Finance, Financial Planning, Accounting or related degree6+ years of related experienceSolid track record of career achievements and work qualityCFP® CertificationSound 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 SuiteFamiliarity with financial planning softwareSupervisory experienceBenefits
401(k)Dental insuranceDisability insuranceEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insuranceWork from home
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 PartnersBegin to lead client relationship development and management, including regular client contact and communicationsManage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identificationGather, organize, and synthesize client data within a financial planning contextPrepare and present financial scenariosInitiates and proactively drives the financial planning processAssist in the portfolio management processAssist with 401(k) Plan marketing and servicingPrepare documents for client meetingsPrepare and navigate financial planning software prior to and during client meetingsAttend client meetings in a technical, supporting and learning roleBegin to lead development of client communicationsLead clients' 401(k) enrollment and educational meetingsManage correspondence with service providers, including resolution of service requestsAssist with tax planning and complianceResearch technical issuesCommunicate with advisor or clients when necessary to initiate or follow-up on planning engagementsProvide planning recommendations and communicate them effectively with the advisor and/or clientRequirements
Required:
Bachelor's Degree in Finance, Financial Planning, Accounting or related degree6+ years of related experienceSolid track record of career achievements and work qualityCFP® CertificationSound 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 SuiteFamiliarity with financial planning softwareSupervisory experienceBenefits
401(k)Dental insuranceDisability insuranceEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insuranceWork from home