Financial Advisor

Garry Executive Search; Golden Valley (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Career progression opportunities

Mentorship and collaboration

Competitive base salary

Performance-based bonuses

401(k) and paid time off

Job summary

Garry Executive Search is seeking an Associate Financial Advisor for a well-established wealth management firm in Golden Valley, MN. This is an exceptional opportunity for early-career advisors focused on mentorship and client relationships while developing into a lead advisor role.

The successful candidate will support senior advisors in crafting tailored financial solutions and will be integral to client meetings, leveraging analytical skills and financial planning software. This role promises growth and a competitive salary package with bonuses and comprehensive benefits.

Qualifications

• 3-6 years of experience in financial services, wealth management, or financial planning.
• Series 65 or 66 required.
• Excellent communication and interpersonal skills.

Responsibilities

• Support senior advisors in managing client relationships.
• Assist in the development of comprehensive financial plans.
• Prepare and present financial planning reports.

Skills

Client service and relationship-building

Analytical skills

Proficiency in financial planning software

Education

Bachelor’s degree in Finance, Economics, or related field

Progress toward or completion of CFP designation

Tools

eMoney

MoneyGuidePro

CRM systems

Job description

Garry Executive Search has been retained by a well-established, fee-only wealth management firm in the Twin Cities to recruit an Associate Financial Advisor to support a growing advisory team.

This is a fantastic opportunity for an early-career advisor looking to grow with a firm that prioritizes mentorship, client relationships, and professional development. You will work alongside senior advisors to deliver custom financial solutions, learning the nuances of wealth management while developing into a lead advisor role.

Key Responsibilities:

• Support senior advisors in managing client relationships by assisting in the development of comprehensive financial plans, including retirement planning, investment strategies, and estate planning.
• Participate in client meetings to gather data, provide updates, and implement financial strategies.
• Prepare and present financial planning reports that meet the unique needs of each client.
• Conduct research on market trends, investment products, and portfolio performance to ensure alignment with client goals.
• Collaborate with the advisory team on strategies related to asset allocation, tax planning, and risk management.
• Provide ongoing client support by handling inquiries, monitoring portfolios, and making adjustments based on financial objectives and market conditions.
• Ensure adherence to regulatory requirements and stay informed about financial planning best practices.

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field.
• 3-6 years of experience in financial services, wealth management, or financial planning.
• Progress toward, or completion of, CFP designation preferred.
• Series 65 or 66
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
• Excellent communication and interpersonal skills, with a passion for client service and relationship-building.
• Strong analytical skills and an ability to work independently and as part of a team.

What’s in it for You:

• Growth Opportunity: This role is designed with career progression in mind, offering you the potential to evolve into a lead financial advisor position.
• Mentorship & Collaboration: Work closely with senior advisors in a team-oriented environment that supports your development as a financial professional.
• Client Impact: Make a meaningful difference in clients’ financial lives by helping them navigate complex wealth management decisions.
• Competitive Compensation: Includes a competitive base salary, performance-based bonuses, comprehensive benefits, 401(k), and paid time off.

How to Apply:

If you are ready to take the next step in your financial advisory career and work for a client-focused, growth-oriented RIA firm, Garry Executive Search invites you to apply. Please submit your resume and cover letter via LinkedIn or email to [e-mail].

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.