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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
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