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WEALTH MANAGEMENT MANAGER

Company: Boulay
Location: Minneapolis
Posted on: August 21, 2019

Job Description:

Boulay, one of Minnesota's largest regional accounting and financial consulting firms located in Eden Prairie and Minneapolis, is currently seeking a talented, enthusiastic individual to join our firm as a Wealth Manager. Boulay offers a unique approach to wealth planning and retirement planning. Our WealthNAV process includes a detailed financial analysis combined with tax optimization, risk management, and estate planning to create a custom plan to help our clients reach their personal and business objectives. The Wealth Manager is responsible for assisting the Wealth Management Department in an effort to fulfill the needs of our clients. This position has responsibility for managing existing client relationships, formulating and implementing advice, and developing new client relationships.This position will often work with, train and lead other staff 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 offer advice under the supervision of Senior Wealth Managers and Partners. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks. Responsibilities: Prepare client financial plans and presentations for review by Senior Wealth Mangers and PartnersBegin to lead client relationship development and management, including regular client contact and communicationsManage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identificationGather, organize, and synthesize client data within a financial planning contextPrepare and present financial scenariosInitiates and proactively drives the financial planning processAssist in the portfolio management processAssist with 401(k) Plan marketing and servicingPrepare documents for client meetings Prepare and navigate financial planning software prior to and during client meetingsAttend client meetings in a technical, supporting and learning roleBegin to lead development of client communicationsLead clients 401(k) enrollment and educational meetingsManage correspondence with service providers, including resolution of service requestsAssist with tax planning and complianceResearch technical issuesCommunicate with advisor or clients when necessary to initiate or follow-up on planning engagementsProvide planning recommendations and communicate them effectively with the advisor and/or clientAssist with continuous improvement of operational processes and proceduresIdentify and communicate potential cross sell opportunitiesDemonstrate competency with necessary software Qualifications and/or Experience:Required: Bachelors Degree in Finance, Financial Planning, Accounting or related degree 6+ years of related experience Solid track record of career achievements and work quality CFP, or CFA Certification(s) FINRA Series 65 Sound understanding of general stock market, mutual fund, financial planning, and economic terminologies with a firm grasp of the financial planning process.Strong computer skills, including proficiency in Microsoft Office SuiteSupervisory experienceAbility to delegate, supervise, and review work of less experienced staffAbility to communicate feedback and constructive criticism to lesser experienced staff in a timely mannerAbility to creatively solve problems and analyze client dataAbility to be flexible to changing circumstances and client needsStrong attention to detail Preferred:Familiarity with financial planning softwareFINRA Series 7, 63, or 66CPA CertificationInsurance License Our clients tell us that what separates Boulay from the rest is our thoughtful and comprehensive client service; how we work hard to develop honest, down-to-earth, long-term relationships by listening to and instigating dialogues, and finally, that we are proactive in helping them solve problems and reach their goals. To be considered for the Boulay team, forward your resume and salary requirements in confidence to: email: *********************** Boulay Attn: Human Resources7500 Flying Cloud Drive, Suite 800Eden Prairie, MN 55344 *******************

Keywords: Boulay, Blaine , WEALTH MANAGEMENT MANAGER, Executive , Minneapolis, Minnesota

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