We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get hands-on client experience. Learn about financial planning processes, portfolio management, client relationship management, and tax planning.

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