Wealth Advisor

Talent Acquisition & Compensation Management | Boulay Group

The Wealth Advisor is responsible for managing existing client relationships, formulating and implementing advice, developing new client relationships, and leading other team members in client service delivery. The role includes data gathering, modeling, case design, scenario building, plan development, presentation development and delivery, and participation in client meetings. Cross‑department collaboration is also required to accomplish projects and tasks.

• 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 Partner.
• Gather, organize, and synthesize client data within a financial planning context.
• Prepare and present financial scenarios.
• Initiate and proactively drive the financial planning process.
• Assist with tax planning and compliance.
• Research technical issues.
• Provide planning recommendations and communicate them effectively with the advisor and/or client.

• Lead client relationship development and management, including regular contact, communications, and meetings.
• Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification.
• Assist in the portfolio management process.
• Assist with 401(k) plan marketing and servicing.
• Adhere to established standards, processes, and procedures including meeting prep, meeting follow‑up, portfolio management, and billing.
• Prepare documents for client meetings.
• Navigate financial planning software before and during client meetings.
• Develop client communications.
• Manage correspondence with service providers, including resolution of service requests.
• Communicate with advisors or clients when necessary to initiate or follow‑up on planning engagements.
• Assist with continuous improvement of operational processes and procedures.
• Conduct at least six client prospect meetings, ideally with at least one additional team member.
• Identify and communicate potential cross‑sell opportunities.

• College degree.
• 5+ years of related experience.
• Series 65 license.
• CPFA, CMT, CFA, CFP, or CPA designation.
• Ability to creatively solve problems and analyze client data.
• Ability to delegate, supervise, and review the work of less experienced staff.
• Ability to be flexible to changing circumstances and client needs.
• Strong attention to detail.
• Expertise with financial planning software.
• Supervisory or work delegation experience.
• Thorough understanding of the general stock market, mutual funds, financial planning, and economic terminologies.

The annual salary range for this position is: $87,000 - $130,000. Final compensation may vary depending on experience, knowledge, and skills. Additional compensation may include incentives, commissions, profit sharing, and more.

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

We’re committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Mercedes at

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Finance