Lead Wealth Architect

Boyum & Barenscheer, PLLP; Minnesota; On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Competitive base salary

Equity opportunity

Access to high-quality referrals

Long-term career path with leadership potential

Job summary

A leading wealth management firm in Minnesota is seeking an experienced Wealth Architect to join their team as a lead advisor. In this role, you will convert referrals into long-term clients and serve as the primary relationship manager, delivering comprehensive financial advice. Strong interpersonal skills and over 10 years of experience in wealth management are essential. This position offers a salary range between $150,000 and $300,000, along with growth opportunities.

Qualifications

• 10+ years of experience in Wealth Management or Financial Advisory roles preferred.
• Proven experience working with high-net-worth individuals and business owners.
• Comfortable in a fast-paced, collaborative environment.

Responsibilities

• Lead relationships with high-net-worth clients, providing strategic guidance.
• Deliver comprehensive financial planning across various disciplines.
• Coordinate with CIO to implement investment strategies.

Skills

Interpersonal skills

Communication skills

Tech-savvy

Education

Series 65 license

Life and Health insurance license in Minnesota

Job description

Boyum Wealth Architects is a forward-thinking, high-touch wealth management firm serving high-net-worth families and business owners. We operate as a nimble, tech-enabled team with deep roots in collaboration, precision, and white-glove client service. Our firm is closely integrated with a respected CPA practice, creating a unique and powerful referral ecosystem.

Summary

We are seeking an experienced and credentialed Wealth Architect to join our team as a lead advisor. In this role, you will be responsible for converting warm referrals into long-term clients and serving as their primary relationship manager. You’ll be supported by a dedicated planning and service team, allowing you to focus on what you do best: building trust, delivering strategic advice, and guiding clients through complex financial decisions.

Responsibilities

• Leads relationships with new and existing high-net-worth clients, typically with $5M+ in net worth, providing strategic guidance and proactive support.
• Transforms warm referrals from CPA partners, existing clients, and centers of influence into long-term advisory relationships.
• Delivers comprehensive financial planning across retirement, estate, tax, and investment disciplines, ensuring recommendations align with client objectives.
• Partners with Integrated Wealth Managers (CFP® professionals) to build, refine, and present financial plans.
• Coordinates with the CIO to implement investment strategies, ensuring portfolios reflect client goals and firm standards.
• Works closely with Client Service Representatives to ensure seamless onboarding and consistent, high-quality service.
• Builds and deepens internal referral relationships through intentional networking with CPA partners and team members.
• Upholds exceptional standards of execution, responsiveness, and client care across all interactions.

Qualifications and Education

• 10+ years of experience in Wealth Management or Financial Advisory roles preferred.
• Series 65 license preferred.
• Active and Valid Life and Health insurance license in Minnesota preferred.
• Proven experience working with high-net-worth individuals and business owners
• Strong interpersonal and communication skills
• Tech-savvy and comfortable in a fast-paced, collaborative environment

Physical Demands

• Required to sit for long periods.
• Extensive computer, keyboard, and mouse use.
• Occasionally required to lift and/or move up to 25 pounds.

This description covers the primary purpose and principal duties of the job. It is not intended to give all the details or a step-by-step account of the way each procedure or task is performed.

Salary Range: $150,000 – $300,000

The stated salary range reflects the compensation for this position at the time of posting. Final offers will be determined by the candidate’s qualifications, experience, and location.

• Competitive base salary with year-end “true-up” based on production
• Equity opportunity as part of the compensation package
• Access to high-quality referrals and internal marketing support
• Long-term career path with leadership potential
• In-office presence required initially to build relationships and integrate with the team
• Hybrid flexibility available once established