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Lead Wealth Architect

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Boyum Barenscheer

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Location:
United States , Bloomington ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

150000.00 - 300000.00 USD / Year
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Job Description:

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.

Job Responsibility:

  • Leads relationships with new and existing high-net-worth clients, typically with $5M+ in net worth, providing strategic guidance and proactive support
  • Converts 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

Requirements:

  • 10+ years of experience in Wealth Management or Financial Advisory roles preferred
  • Active CFP® certification 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
What we offer:
  • 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

Additional Information:

Job Posted:
December 28, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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