We are seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions.

In this role, you will deliver personalized financial guidance, helping our clients align their wealth strategies with their long‑term goals through thoughtful planning, investment insight, and proactive relationship management.

Beyond advisory responsibilities, this position contributes meaningfully to the firm’s growth by actively supporting the identification and development of client opportunities.

The ideal candidate brings a balance of analytical rigor, business development awareness, and relationship‑driven service, with a commitment to delivering high‑quality, forward‑thinking solutions.

This is an opportunity to operate in a collaborative, professional services environment where initiative is valued, client relationships are paramount, and advisors are empowered to contribute to both individual client success and the firm’s broader strategic growth.

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

Financial Planning:

Manage client planning process, including:
Initial financial plan creation
Ongoing planning updates
Regular scenario planning and analysis
Recommendation of solutions
Identification of new opportunities
Prepare and deliver client financial plans and presentations
Gather, organize, and synthesize client data within a financial planning context
Develop and prepare investment implementation strategies for clients

Client Service Management including:

Implementation of investment strategies
Portfolio changes and review
Ongoing due diligence of non-standard client holdings
Insurance plan implementation and review
Estate plan review
Tax planning
Lead client relationship development and management, including regular client contact and communications
Initiate business development opportunities through client referrals, centers of influence, and organic marketing activities
Initiate the set-up and transfer of funds of new investment accounts
Verify the validity and accuracy of client financial documents
Navigate financial planning software prior to and during client meetings
Identify new Employer Plan opportunities.

Required:

College Degree
7+ years of related experience
Series 65
CPFA, CMT, CFA, CFP or CPA
Ability to creatively solve problems and analyze client data 
Ability to delegate, supervise, and review the work of less experienced staff 
Ability to be flexible to changing circumstances and client needs 
Strong attention to detail

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: $120,000 - $205,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s 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 mbetzina@boulaygroup.com.

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.

Boulay

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Senior Wealth Advisor