Senior Financial Planner

Boyum Wealth Architects; Minneapolis (MN); On-site; USD 90,000 - 125,000; Full time

Job summary

Boyum Wealth Architects is seeking an Integrated Wealth Manager (IWM) based in Minneapolis to build and execute personalized financial plans for high-net-worth families and business owners. The ideal candidate will have over 5 years of experience in financial services and a commitment to ongoing growth.

This role offers a competitive salary range of $90K-$125K along with bonuses and strong benefits, allowing IWMs to craft their careers in a collaborative environment.

Qualifications

• 5+ years of experience in financial services, client relations, or operational support.
• Bachelor's degree in finance or a related field preferred.
• Series 65 licensure required.
• Working knowledge of the RIA space.
• Commitment to ongoing growth through financial planning credentials.

Responsibilities

• Collect, organize, and analyze client data to develop financial plans.
• Prepare and process client paperwork accurately.
• Coordinate and schedule client meetings efficiently.
• Participate in client meetings and follow through on action items.
• Collaborate with CPAs, attorneys, and insurance specialists.
• Pursue ongoing education to improve planning expertise.

Skills

Financial services experience

Client relations

Operational support

eMoney proficiency

Technical skills

Education

Bachelor's degree in finance or related field

Series 65 licensure

Job description

Boyum Wealth Architects isn't just managing wealth - we're architecting futures. And we're searching for an Integrated Wealth Manager (IWM) ready to architect their own. From our Minneapolis headquarters, our planning-first team serves high-net-worth families and business owners who expect more from their advisors. Our unique alignment with a long-respected CPA practice unlocks a referral ecosystem and a level of collaborative insight that's rare in our industry - giving you the clients, resources, and runway to build a career that's as ambitious as you are.

The Integrated Wealth Manager Opportunity

As an IWM, you'll play a central role in building, maintaining, and executing tailored financial plans that bring our clients' goals to life. You'll be hands‑on in both the planning and client service work that defines an exceptional client experience, partnering with a team that values craftsmanship, collaboration, and outcomes that truly matter. Salary is $90K-$125K plus bonus and strong benefits.

Integrated Wealth Manager Responsibilities

• Build the plan. Collect, organize, and analyze client data in eMoney to develop and continuously refine personalized financial plans.
• Deliver exceptional service. Prepare and process client paperwork with precision, ensuring every detail is handled with care.
• Own the client experience. Coordinate and schedule client meetings, making sure materials and planning items are fully prepared in advance.
• Drive meetings forward. Prepare for and actively participate in client meetings, capturing action items and seeing them through to completion.
• Collaborate with the full advisory team. Partner with CPAs, attorneys, insurance specialists, and other professionals to keep every aspect of the client's plan aligned and coordinated.
• Keep growing. Pursue ongoing education to deepen your planning expertise, sharpen your technical skills, and advance your career.

Integrated Wealth Manager Qualifications

• 5+ years of experience in financial services, client relations, or operational support
• Bachelor's degree in finance or a related field preferred
• Series 65 licensure required
• Working knowledge of the RIA space
• A commitment to ongoing growth through additional financial planning credentials