Senior Financial Planner - Hybrid, Equity Opportunity

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 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.