Boulay · 1 month ago
Wealth Advisor
Eden Prairie, Minnesota, United States
Full-time
Hybrid
Mid LevelBoulay is a company focused on Wealth Management, and they are seeking a Wealth Advisor to manage existing client relationships and develop new ones. The role involves preparing financial plans, leading client meetings, and collaborating with other departments to accomplish tasks effectively.
Accounting
Responsibilities
Prepare client financial plans and presentations for review by Senior Wealth Advisors and Partners
Deliver financial plans to clients either independently or with a Senior Wealth Advisor or Partner
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 with tax planning and compliance
Research technical issues
Provide planning recommendations and communicate them effectively with the advisor and/or client
Lead client relationship development and management, including regular client contact, communications, and meetings
Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification
Assist in the portfolio management process
Assist with 401(k) Plan marketing and servicing
Strong adherence to established standards, processes, and procedures including meeting prep, meeting follow-up, portfolio management, and billing
Prepare documents for client meetings
Prepare and navigate financial planning software prior to and during client meetings
Lead development of client communications
Manage correspondence with service providers, including resolution of service requests
Communicate with advisor or clients when necessary to initiate or follow-up on planning engagements
Assist with continuous improvement of operational processes and procedures
Conduct at least six client prospect meetings, ideally with at least one additional team member
Identify and communicate potential cross-sell opportunities
Qualification
Required
Ability to manage existing client relationships
Experience in formulating and implementing financial advice
Ability to develop new client relationships
Experience in training and leading team members in client service delivery
Proficiency in data gathering, modeling, case design, scenario building, plan development, and presentation development and delivery
Participation in client meetings and leading delivery of advice
Ability to work cross-departmentally with other departments
Preparation of client financial plans and presentations for review
Delivery of financial plans to clients independently or with a Senior Wealth Advisor or Partner
Gathering, organizing, and synthesizing client data within a financial planning context
Preparation and presentation of financial scenarios
Initiation and proactive driving of the financial planning process
Assistance with tax planning and compliance
Researching technical issues
Providing planning recommendations and effective communication with the advisor and/or client
Leading client relationship development and management
Managing client services including financial planning processes and investment implementation strategies
Assisting in the portfolio management process
Assisting with 401(k) Plan marketing and servicing
Strong adherence to established standards, processes, and procedures
Preparation of documents for client meetings
Preparation and navigation of financial planning software prior to and during client meetings
Leading development of client communications
Managing correspondence with service providers
Communicating with advisor or clients to initiate or follow-up on planning engagements
Assisting with continuous improvement of operational processes and procedures
Conducting at least six client prospect meetings
Identifying and communicating potential cross-sell opportunities
Company
Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
Founded in 1934
201-500 employees
H1B Sponsorship
Boulay has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Andrea Thermos, CPA
Partner
Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
Company data provided by crunchbase