Senior Financial Planner

Boyum Wealth Architects; Minnesota; In loco; USD 140.000 - 190.000; Tempo pieno

Descrizione del lavoro

Boyum Wealth Architects is one of the fastest-growing RIAs in the Midwest. We are looking for an experienced Senior Financial Planner who wants more than a seat on an established platform.

This is an opportunity to join a growth-stage firm, serve sophisticated clients, influence how we scale, and build toward meaningful long-term career and ownership potential. What You Will Own: Lead comprehensive planning, drive the client experience, coordinate across specialties, manage relationships with

Competenze

• 5+ years of relevant experience in financial planning, wealth management, or an RIA environment, with meaningful client-facing responsibility.
• Strong planning fluency and ability to connect retirement, tax, estate, insurance, cash flow, investment, and business-owner considerations.
• Confident client communication, trust-building, and ability to translate analysis into decisions.
• Operational discipline: organized, accurate, responsive, and focused on follow-through.
• Comfort with technology and ability to learn and improve advisory workflows.
• Series 65 designation or equivalent preferred.

Mansioni

• Lead comprehensive planning, gather data, model alternatives, and turn recommendations into clear priorities.
• Drive the client experience by preparing for meetings, communicating ideas clearly, and ensuring follow-through.
• Coordinate across investment, tax, estate, insurance, and business advisory professionals.
• Manage relationships with judgment, anticipate needs, and navigate complex financial decisions.
• Raise the standard by improving planning workflows, templates, documentation, and service practices.
• Contribute beyond the job description, bring ideas, and help build the next version of Boyum Wealth Architects.

Conoscenze

Financial planning

Wealth management

Client communication

Operational discipline

Tech-savvy

eMoney

Formazione

Series 65 designation

Strumenti

eMoney

Descrizione del lavoro

Build exceptional plans. Help shape a firm. Earn a path to ownership.

Boyum Wealth Architects is one of the fastest-growing RIAs in the Midwest. We are looking for an experienced Senior Financial Planner who wants more than a seat on an established platform. This is an opportunity to join a growth-stage firm, serve sophisticated clients, influence how we scale, and build toward meaningful long-term career and ownership potential.

• Real growth and real runway. Join a firm with strong momentum, expanding client relationships, and room for ambitious people to grow with it.
• Integrated advice that stands apart. Our alignment with a long-standing, well respected CPA firm creates uncommon access to tax and business advisory expertise.
• A team-based model. Work alongside CFP and CFA professionals, CPAs, attorneys, insurance specialists, and other experts.
• High-touch client relationships. Serve high-net-worth families, business owners, executives, and busy professionals who value comprehensive, thoughtful guidance.
• A path to ownership. For the right long-term contributor, career progression can extend beyond title and compensation.

What You Will Own

• Lead comprehensive planning. Gather and analyze client data, develop and refine plans in eMoney, model alternatives, and turn recommendations into clear priorities.
• Drive the client experience. Prepare for and participate in client meetings, communicate complex ideas clearly, capture decisions, and ensure follow-through.
• Coordinate across specialties. Partner with investment, tax, estate, insurance, and business advisory professionals so recommendations work together.
• Manage relationships with judgment. Anticipate needs, identify planning opportunities, maintain trust, and help clients navigate consequential financial decisions.
• Raise the standard. Improve planning workflows, templates, documentation, and service practices.
• Contribute beyond the job description. Bring ideas, take ownership, mentor others, and help build the next version of Boyum Wealth Architects.

What You Bring

• 5+ years of relevant experience in financial planning, wealth management, or an RIA environment, with meaningful client-facing responsibility.
• Strong planning fluency. You can connect retirement, tax, estate, insurance, cash flow, investment, and business-owner considerations into one coherent strategy.
• Confident client communication. You build trust, explain tradeoffs, and help clients move from analysis to decisions.
• Operational discipline. You are organized, accurate, responsive, and serious about follow-through.
• Comfort with technology. Experience with eMoney is strongly preferred, along with the ability to learn and improve modern advisory workflows.
• Series 65 or qualifying designation preferred.
• A builder’s mindset. You are energized by growth, comfortable with change, and motivated by the chance to influence a firm rather than simply inherit a role.