We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Wealth provides clients with holistic and integrated tax, estate, investment, and wealth advice to simplify the financial.
As an Intern, you will work directly with the Advisor team to understand the “why” behind the services we provide. Wealth Management Interns will not be asked to generate business (through cold-calling or generating client leads) but rather focusing their time providing direct assistance to our advisors and associates to fulfill the needs of our clients. 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, and direct mentorship.
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
Financial Planning Processes (Majority of Internship)
- Work in financial planning software, eMoney, to build financial plans and craft recommendations.
- Research and present findings on assigned financial planning topics.
Client Relationship Management
- Prepare for and participate in client meetings.
- Assist in the development of client communications.
Tax Planning
- Roll over previous year tax returns into tax planning software, Holistiplan, to prepare for tax planning season.
- Prepare tax projections to illustrate tax planning opportunities for clients.
Portfolio Management
- Assist with investment activities that may include trading, analyzing trends, and evaluating asset allocation.
- Learn about the due diligence that goes into selecting investment products.
Requirements
- Pursuing a bachelor’s degree in financial planning, finance, or accounting
- Minimum 3.0 GPA and a solid track record of academic achievements
- Completion of intermediate finance and/or accounting course(s)
- General understanding of financial markets, economics, investment products and financial planning
- Strong analytical aptitude and ability to synthesize complex information
- Detailed oriented with sound organizational skills
- Ability to prioritize and be self-directed
Benefits
Boulay Offers
- Boulay Buddy Program
- Department Point Person
- Intern Appreciation Event
- Employee Appreciation Activities
- Training & Development Programs
- Open Doors at All Levels
- Feedback Discussion
Internships are paid, full-time experiences which run May – August in our Eden Prairie, Minnesota office. We recruit well in advance of this time frame to allow youflexibility and time to make arrangements for housing and required classes.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. If you require any accommodation for an interview/event, please contact Megan Koosman at ([email protected]).
The wage for this position is $28.00 per hour. This salary range reflects anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on an individual’s experience, knowledge, and skills. You will receive an in-depth onboarding and training and supportive Boulay Buddy to help you acclimate to your role.
Skills Required
- Pursuing a bachelor's degree in financial planning, finance, or accounting
- Minimum 3.0 GPA and a solid track record of academic achievements
- Completion of intermediate finance and/or accounting course(s)
- General understanding of financial markets, economics, investment products and financial planning
- Strong analytical aptitude and ability to synthesize complex information
- Detail oriented with sound organizational skills
- Ability to prioritize and be self-directed
What We Do
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
