Boulay · 1 day ago
Wealth Advisor
Eden Prairie, MN
Full-time
Hybrid
Mid, Senior Level
$87K/yr - $130K/yr
5+ years expBoulay is seeking a Wealth Advisor responsible for managing existing client relationships and developing new ones. The role involves preparing financial plans, leading client meetings, and collaborating with other departments to ensure effective project completion.
Accounting
Hiring Manager
Mercedes Betzina-Fehring, SPHR
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
College Degree
5+ years of related experience
Series 65
CPFA, CMT, CFA, CFP or CPA
Ability to creatively solve problems and analyze client data
Ability to delegate, supervise, and review work of less experience staff
Ability to be flexible to changing circumstances and client needs
Strong attention to detail
Expertise with financial planning software
Supervisory or work delegation experience
Thorough understanding of general stock market, mutual fund, financial planning, and economic terminologies with a firm grasp of the financial planning process
Benefits
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
Company
Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
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