Wealth Management Intern | Hands-On Planning & Mentorship

Boulay; Eden Prairie (MN); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Boulay Buddy Program

Department Point Person

Intern Appreciation Event

Employee Appreciation Activities

Training & Development Programs

Open Doors at All Levels

Feedback Discussion

Job summary

Boulay seeks a talented Wealth Management Intern in Eden Prairie, MN to support our Advisor team with financial plans, client communications, and tax planning activities.

You will gain hands-on experience in financial planning software, investment analysis, and portfolio support while being mentored by experienced colleagues. This paid, full-time internship runs May through August and offers in-house training and growth opportunities.

Qualifications

• 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
• Detail oriented with sound organizational skills
• Ability to prioritize and be self-directed

Responsibilities

• Financial Planning Processes (Majority of Internship) – work in financial planning software, eMoney, to build financial plans and craft recommendations; research and present findings on assigned topics
• Client Relationship Management – prepare for and participate in client meetings; assist in the development of client communications
• Tax Planning – roll over previous year tax returns into Holistiplan to prepare for tax planning season; prepare tax projections to illustrate opportunities
• Portfolio Management – assist with investment activities that may include trading, analyzing trends, and evaluating asset allocation; learn the due diligence involved in selecting investment products

Skills

Financial planning software

Analytical thinking

Detail oriented

Self-directed

Education

Bachelor’s degree in financial planning/finance/accounting

GPA 3.0 or higher

Tools

eMoney

Holistiplan

Job description

Boulay seeks a talented Wealth Management Intern in Eden Prairie, MN to support our Advisor team with financial plans, client communications, and tax planning activities.

You will gain hands-on experience in financial planning software, investment analysis, and portfolio support while being mentored by experienced colleagues. This paid, full-time internship runs May through August and offers in-house training and growth opportunities.