Senior Financial Planner

Boyum & Barenscheer, PLLP; BLOOMINGTON (MN); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Equity opportunity

Year-end true-up

High-quality referrals

Hybrid flexibility

In-office presence

Job summary

Boyum Wealth Architects in Bloomington, MN is seeking a Senior Financial Planner to actively participate in financial planning and client service, build and maintain planning items, and help refine business practices in a small, tech-enabled team.

The role involves collaborating with CPAs and attorneys, pursuing continuing education, and advancing CFP qualifications, with a hybrid work setup and opportunities for leadership.

Qualifications

• Bachelor’s degree in finance or a related field preferred.
• Series 65 licensure preferred.
• Knowledge of the RIA space.
• Desire to pursue CFP and/or other financial planning qualifications.

Responsibilities

• Collect, enter, and analyze client data in eMoney to support financial plan development and ongoing updates.
• Execute client service tasks, including preparing and processing paperwork with accuracy and attention to detail.
• Coordinate and schedule client meetings, ensuring all materials and planning items are prepared in advance.
• Prepare for and participate in client meetings, summarizing action items and driving next steps to completion.
• Communicate and collaborate with external professionals (CPAs, attorneys, insurance specialists, etc.) on behalf of clients to keep planning aligned, coordinated, and consistent with firm expectations.
• Pursue ongoing education in financial planning

Skills

RIA space knowledge

CFP pursuit

Education

Bachelor’s degree in finance

Series 65 licensure

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

The Senior Financial Planner wears multiple hats and switches between many processes. First, the SFP actively participates in financial planning and client service work required to build, maintain, and execute planning items for clients. They also participate in building better business practices in a small-company environment, and advance personal knowledge in financial planning through education and hands‑on experience.

Responsibilities

• Collect, enter, and analyze client data in eMoney to support financial plan development and ongoing updates.
• Execute client service tasks, including preparing and processing paperwork with accuracy and attention to detail.
• Coordinate and schedule client meetings, ensuring all materials and planning items are prepared in advance.
• Prepare for and participate in client meetings, summarizing action items and driving next steps to completion.
• Communicate and collaborate with external professionals (CPAs, attorneys, insurance specialists, etc.) on behalf of clients to keep planning aligned, coordinated, and consistent with firm expectations.
• Pursue ongoing education in financial planning

Qualifications and Education

• Bachelor’s degree in finance or a related field preferred.
• Series 65 licensure preferred.
• Knowledge of the RIA space.
• Desire to pursue CFP and/or other financial planning qualifications.

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: $90,000 – $125,000

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