Senior Financial Planner

About the role

We are seeking a client-focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long-term success in advisory.

Responsibilities

• Prepare client financial plans and presentations for review by Advisors & Partners
• Initiates and drives the financial planning process for client assignments
• Gather, organize, and synthesize client data within a financial planning context
• Identify tax planning strategies through creating tax projections for clients
• Prepare financial scenarios
• Aid in researching technical issues and client questions
• Play an integral role in client relationships while supporting advisors
• Begin to lead select client relationships including, regular client contact, communications, and meetings
• Provide planning recommendations and communicate them effectively with the advisor and/or client
• Attend and participate in client meetings by taking notes, running technology, presenting financial planning software, selecting financial planning recommendations, and developing rapport with the clients
• Begin to lead the development and initiation of client communications
• Communicate with advisors or clients when necessary to initiate or follow up on planning engagements
• Aid in the client account administration function
• Assist with client development and ongoing relationship management
• Aid in the set-up and transfer of funds for new investment accounts

Requirements

• College Degree
• 3+ years of related experience
• Series 65

Qualifications

The ideal candidate demonstrates strong analytical capabilities, intellectual curiosity, and a proactive approach to problem-solving. Someone who is comfortable working with data, enjoys translating complex financial concepts into clear insights, and is motivated to develop into a trusted advisor who delivers thoughtful, client-centric solutions.

Skills

Strong analytical capabilities, intellectual curiosity, proactive problem-solving, data analysis, translation of complex financial concepts into clear insights, and motivation to develop into a trusted advisor.

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

Pay

The annual salary range for this position is: $80,000 - $110,000.

Schedule

Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more.