Wealth Advisor at Boulay

DescriptionThe Wealth Advisor is responsible 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 team 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 often lead delivery of advice. This position will also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.Essential Functions and Responsibilities:To perform this job an individual must be able to perform each essential function and responsibility satisfactorily with or without reasonable accommodation. Financial Planning 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 PartnerGather organize and synthesize client data within a financial planning contextPrepare and present financial scenariosInitiates and proactively drives the financial planning processAssist with tax planning and complianceResearch technical issuesProvide planning recommendations and communicate them effectively with the advisor and/or clientClient Service & Relationship Management Lead client relationship development and management including regular client contact communications and meetingsManage client services including financial planning processes investment implementation strategies planning updates portfolio changes and reviews and new opportunity identificationAssist in the portfolio management processAssist with 401(k) Plan marketing and servicingStrong adhearence to established standards processes and procedures including meeting prep meeting follow-up portfolio management and billing Prepare documents for client meetingsPrepare and navigate financial planning software prior to and during client meetingsLead development of client communicationsManage correspondence with service providers including resolution of service requestsCommunicate with advisor or clients when necessary to initiate or follow-up on planning engagementsAssist with continuous improvement of operational processes and proceduresConduct at least six client prospect meetings ideally with at least one additional team memberIdentify and communicate potential cross-sell opportunitiesRequirementsRequired:College Degree 5 years of related experienceSeries 65CPFA CMT CFA CFP or CPA Ability to creatively solve problems and analyze client dataAbility to delegate supervise and review work of less experience staffAbility to be flexible to changing circumstances and client needsStrong attention to detailExpertise with financial planning softwareSupervisory or work delegation experienceThorough understanding of general stock market mutual fund financial planning and economic terminologies with a firm grasp of the financial planning process.The annual salary range for this position is: $87000 - $130000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individuals experience knowledge and skills. Individuals may be eligible for additional compensation in the form of incentives commissions profit sharing and more depending on the role. Boulay offers a wide range of benefits such as medical dental vision 401k flexible schedules hybrid (or remote as applicable) work environment paid time away and more.Boulay is committed to providing reasonable accommodation to all applicants.If you require any accommodation contact Mercedes at Benefits401(k)Dental insuranceDisability insuranceEmployee assistance programFlexible scheduleHealth insuranceLife insurancePaid time offParental leaveTuition reimbursementVision insuranceWork from homeRequired Experience:Unclear Seniority Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Advisor Experience: years Vacancy: 1 Monthly Salary Salary: 87000 - 130000