Description
The Sr Wealth Advisor provides comprehensive, holistic financial planning for individual Pohlad family members, including cash-flow and liquidity analysis, investment and philanthropic guidance, generational planning, and coordination with estate, trust, tax, and investment advisors. The role serves as a trusted advisor and relationship manager, prepares meeting materials, and collaborates with internal and external professionals. It requires a bachelor’s degree in a relevant field, CFP certification or equivalent preferred, and at least 15 years of experience in financial planning, wealth management, or a family office environment. The position is primarily office-based, may require up to 10% national travel, and includes medical, dental, vision, retirement, disability, life, paid time off, paid holidays, parental leave, and tuition reimbursement benefits.
