Senior Wealth Architect for HNW Advisory & Equity

Boyum & Barenscheer, PLLP; Minnesota; Hybride; USD 150 000 - 300 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Equity opportunity

Access to high-quality referrals

Long-term career path with leadership potential

Résumé du poste

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.

Responsabilités

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

Connaissances

Interpersonal skills

Communication skills

Tech-savvy

Formation

Series 65 license

Life and Health insurance license in Minnesota

Description du poste

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.