About the role#
As a Wealth Management Intern at Boulay, you will work directly with our advisor team to support client needs. This role focuses on providing direct assistance to advisors and associates rather than business generation or cold-calling. You will gain experience through diverse projects, in-house training, and direct mentorship.
What you'll do#
- Build financial plans and craft recommendations using eMoney software.
- Research and present findings on specific financial planning topics.
- Prepare for and attend client meetings.
- Draft client communications.
- Roll over previous year tax returns into Holistiplan to prepare for tax planning season.
- Create tax projections to illustrate planning opportunities.
- Support investment activities, including trading, trend analysis, and evaluating asset allocation.
- Learn the due diligence process for selecting investment products.
What you'll need#
- Pursuing a bachelor’s degree in financial planning, finance, or accounting.
- Minimum 3.0 GPA with a solid academic record.
- Completion of intermediate finance or accounting coursework.
- A general understanding of financial markets, economics, investment products, and financial planning.
- Strong analytical aptitude and the ability to synthesize complex information.
- Attention to detail and strong organizational skills.
- Ability to prioritize tasks and work in a self-directed manner.
Location & details#
- Location: Eden Prairie, Minnesota.
- Term: Summer 2027 (May through August).
- Status: Paid, full-time position.
- Work Modality: On-site.
About Boulay
Boulay is an accounting firm founded in 1934. Based in Eden Prairie, Minnesota, the firm operates as a partnership with a staff of 201 to 500 employees. It provides services including tax, assurance, business valuation, and wealth management. The firm works with public companies, closely-held businesses, and individuals.
How to get in at Boulay
Applying early to Boulay gives you a distinct advantage because recruiters review applications before the pile grows. Intern Insider sends an instant alert the moment a role matching your target is published, so you can be among the first to apply. This timing often makes the difference in getting your resume noticed. You should aim to submit your materials as soon as a position opens to maximize your visibility. Reaching out to the recruiter directly can also improve your response rates significantly. Intern Insider surfaces the specific recruiters behind Boulay roles, allowing you to ask relevant questions or request a referral. This direct approach shows initiative and helps you stand out from the standard applicant queue.
