Senior Wealth Advisor

About the role

We are seeking a client-focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions.

Responsibilities

• Manage client planning process, including: Initial financial plan creation, Ongoing planning updates, Regular scenario planning and analysis, Recommendation of solutions, Identification of new opportunities
• Prepare and deliver client financial plans and presentations
• Gather, organize, and synthesize client data within a financial planning context
• Develop and prepare investment implementation strategies for clients
• Client Service Management including: Implementation of investment strategies, Portfolio changes and review, Ongoing due diligence of non-standard client holdings, Insurance plan implementation and review, Estate plan review, Tax planning
• Lead client relationship development and management, including regular client contact and communications
• Initiate business development opportunities through client referrals, centers of influence, and organic marketing activities
• Initiate the set-up and transfer of funds of new investment accounts
• Verify the validity and accuracy of client financial documents
• Navigate financial planning software prior to and during client meetings
• Identify new Employer Plan opportunities

Requirements

• College Degree
• 7+ years of related experience
• Series 65 CPFA, CMT, CFA, CFP or CPA
• Ability to creatively solve problems and analyze client data
• Ability to delegate, supervise, and review the work of less experienced staff
• Strong attention to detail

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: $120,000 - $205,000.

Schedule

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