Lead Wealth Architect

Boyum Wealth Architects is a forward-thinking, high-touch wealth management firm serving high-net-worth families and business owners. We operate as a nimble, tech-enabled team with deep roots in collaboration, precision, and white-glove client service. Our firm is closely integrated with a respected CPA practice, creating a unique and powerful referral ecosystem.

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.

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

• 10+ years of experience in Wealth Management or Financial Advisory roles 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

• Required to sit for long periods.
• Extensive computer, keyboard, and mouse use.
• Occasionally required to lift and/or move up to 25 pounds.

This description covers the primary purpose and principal duties of the job. It is not intended to give all the details or a step-by-step account of the way each procedure or task is performed.

The stated salary range reflects the compensation for this position at the time of posting. Final offers will be determined by the candidate’s qualifications, experience, and location.

• 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
• In-office presence required initially to build relationships and integrate with the team
• Hybrid flexibility available once established