Wealth Management Internship - Summer 2027

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

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.

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 financial planning 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 tax planning software, Holistiplan, to prepare for tax planning season.
• Prepare tax projections to illustrate tax planning opportunities for clients.

Portfolio Management

• 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.

• 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

Boulay Offers

• Boulay Buddy Program
• Department Point Person
• Intern Appreciation Event
• Employee Appreciation Activities
• Training & Development Programs
• Open Doors at All Levels
• Feedback Discussion

Internships are paid, full-time experiences which run May – August in our Eden Prairie, Minnesota office. We recruit well in advance of this time frame to allow youflexibility and time to make arrangements for housing and required classes.

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. If you require any accommodation for an interview/event, please contact Megan Koosman at ([e-mail]).

The wage for this position is $28.00 per hour. This salary range reflects anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on an individual’s experience, knowledge, and skills. You will receive an in-depth onboarding and training and supportive Boulay Buddy to help you acclimate to your role.