We are seeking a dedicated Wealth Management Associate to join our collaborative team at Boulay in Eden Prairie, MN.
Growing your career as a Full Time Wealth Management Associate is a terrific opportunity to develop beneficial skills.
If you are strong in persuasion, presentation and have the right commitment for the job, then apply for the position of Wealth Management Associate at Boulay today!
If you are looking for a great start to your career in Wealth Management, this position is for you! The Wealth Management Associate is responsible for providing assistance to the Wealth Management Department in an effort to fulfill the needs of our clients. This involves exposure to a wide variety of Wealth Management areas including portfolio management, financial planning processes, client relationship management, and tax planning.
As a regional accounting and wealth management firm, we provide you with professional challenges, along with growth and development opportunities. Located in Eden Prairie, we are currently seeking a talented, enthusiastic individual who exemplifies the Boulay Financial Advisor Team's four core values: Community, Curiosity, Collaboration, and Celebration.
Our clients tell us that what separates Boulay from the rest is our thoughtful and comprehensive client service; how we work hard to develop honest, down-to-earth, long-term relationships by listening to and instigating dialogues, and finally, that we are proactive in helping them solve problems and reach their goals.
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 client account administration function Assist in the development of client communications Assist with tax planning and compliance Requirements REQUIREMENTS: Bachelor's Degree in Finance, Financial Planning, Accounting or related degree 0-3 years of 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 Benefits ADDITIONAL BENEFITS: You will receive a comprehensive orientation with in-depth technology training. You are paired with a supportive "Boulay Buddy" to help you acclimate to your position and help you meet people. You are also paired with a Primary Advisor whom you meet with several times throughout the year to ensure you are getting the feedback you need to be successful and are on the right track. Most importantly, you will be gaining practical public accounting experience and expanding your professional network! Come work for a firm that cares about you both as an employee and as a person.
Benefits of working as a Wealth Management Associate in Eden Prairie, MN:
? Learning opportunities
? Continuous Learning Opportunities
? Leading Industry Pay
