Wealth Management Internship - Summer 2027
About The Position
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.
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
Responsibilities
- Work in financial planning software, eMoney, to build financial plans and craft recommendations.
- Research and present findings on assigned financial planning topics.
- Prepare for and participate in client meetings.
- Assist in the development of client communications.
- 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.
- 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.
Benefits
- Boulay Buddy Program
- Department Point Person
- Intern Appreciation Event
- Employee Appreciation Activities
- Training & Development Programs
- Open Doors at All Levels
- Feedback Discussion
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What This Job Offers
Job Type
Full-time
Career Level
Intern
