Senior Financial Planner

We are seeking a clientfocused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning this role you will work closely with other advisors and partners to help clients navigate complex financial decisions while developing the technical analytical and relationship management skills required for longterm success in advisory.

As part of a collaborative professional services environment you will contribute to the preparation and execution of personalized financial plans designed to help clients achieve their longterm financial goals.

This role offers a unique opportunity to actively participate in both financial planning execution and client relationship development. You will take ownership of key components of the planning processpreparing analyses supporting client meeting deliverables and contributing to recommendationswhile also building direct client relationships.

The ideal candidate demonstrates strong analytical capabilities intellectual curiosity and a proactive approach to problem-solving. Someone who is comfortable working with data enjoys translating complex financial concepts into clear insights and is motivated to develop into a trusted advisor who delivers thoughtful clientcentric solutions.

To perform this job an individual must be able to perform each essential function and responsibility satisfactorily with or without reasonable accommodation.

Financial Planning:

• Prepare client financial plans and presentations for review byAdvisors & Partners
• Initiates and drives the financial planning process for client assignments
• Gather organize and synthesize client data within a financial planning context
• Identifytax planning strategiesthroughcreating tax projections for clients
• Prepare financial scenarios
• Assistin researching technical issuesand client questions
• Client Service & Relationship Management:
• Play an integral role in client relationshipswhile supporting advisors
• Begin to lead select client relationships includingregular client contact communications and meetings
• Provide planning recommendations and communicate them effectively with the advisor and/or client
• Prepare for client meetings
• Attend andparticipatein client meetings by taking notes running technology presenting financial planning software
• selecting financial planning recommendations and developing rapport with the clients
• Begin to lead the development and initiation of client communications
• Communicate with advisors or clients when necessary toinitiateor follow up on planning engagements
• Begin to leadtheclient account administration function
• Assistwith client development and ongoing relationship management
• Assistandfacilitatethe set-up and transfer of funds for new investment accounts

• College Degree
• 3years of related experience
• Series 65
• Ability to creatively solve problems and analyze client data

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

The annual salary range for this position is: $80000 - $110000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individuals experience knowledge and skills. Individuals may be eligible for additional compensation in the form of incentives commissions profit sharing and more depending on the role. Boulay offers a wide range of benefits such as medical dental vision 401k flexible schedules hybrid work environment paid time away and more.

Boulay is committed to providing reasonable accommodation to all applicants.If you require any accommodation contact Mercedes Betzina at

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 Firms continued success.

Required Experience:

Senior IC