Associate Financial Planner

Garry Executive Search; Woodbury (MN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous PTO + company holidays

CFP exam fees and continuing education fully covered

Job summary

A financial services recruitment firm is seeking an Associate Financial Planner to support complex client cases and work closely with senior advisors in Woodbury, MN. The ideal candidate will have 2-5 years of experience in financial services and a commitment to obtaining CFP certification. This role includes excellent benefits such as medical coverage and support for professional development.

Qualifications

• 2–5 years of experience in financial services, planning or advisory role preferred.
• Commitment to obtaining CFP certification within 2 years.
• Experience in a client-facing, professional services environment.

Responsibilities

• Prepare financial plan updates and portfolio reports.
• Support advisors in client meetings.
• Assist with retirement, tax, estate, and insurance planning strategies.

Skills

Financial planning software familiarity

Strong communication skills

Team-oriented

Analytical ability

Education

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

Tools

eMoney

MoneyGuidePro

Job description

2 days ago Be among the first 25 applicants

Garry Executive Search provided pay range

This range is provided by Garry Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $85,000.00/yr

Direct message the job poster from Garry Executive Search

Specializing in Talent Acquisition for the Financial Services and Wealth Management Industries

Garry Executive Search has been engaged by a growing independent wealth management firm in the Twin Cities to identify an Associate Financial Planner. This role is an excellent opportunity for a motivated professional with 2–5 years of financial services experience who is ready to step into advanced planning responsibilities, support complex client cases, and grow toward becoming a lead advisor.

Depending on your background, you may know this type of role as a Paraplanner, Wealth Planning Associate, or Wealth Management Associate. Whatever the title, this position is designed to put you on a clear career path to Financial Planner.

The Role:

You’ll work closely with senior advisors to deliver sophisticated planning strategies, support client relationships, and gain hands-on experience in all aspects of comprehensive wealth management. The firm will fully support your pursuit of the CFP designation, including exam fees and study resources.

Key Responsibilities:

• Prepare financial plan updates, scenario analyses, and portfolio reports
• Support advisors in client meetings and manage detailed follow-up workflows
• Assist with retirement, tax, estate, and insurance planning strategies
• Oversee client paperwork, account maintenance, and insurance cases from application to delivery
• Collaborate with internal specialists and external professionals on client cases
• Help drive firm efficiency through technology and process improvements

What We’re Looking For:

• 2–5 years of experience in financial services (planning, wealth management, or related advisory role preferred)
• Bachelor’s degree in Finance, Business, Economics, or related field
• Commitment to obtaining CFP certification within 2 years (firm covers costs)
• Experience in a client-facing, professional services environment
• Familiarity with financial planning software (eMoney, MoneyGuidePro, or similar)
• Strong communication skills, analytical ability, and professional maturity
• Team-oriented, proactive, and aligned with a fiduciary standard of care
• Must be within commuting distance of Woodbury, MN
• Salary: $65,000–$85,000, commensurate with experience
• CFP Salary Enhancement: +$5,000 upon certification
• Annual merit-based reviews and raises

Benefits Include:

• Medical, dental, and vision coverage (generous employer contribution)
• 401(k) with company match
• Generous PTO + company holidays
• CFP exam fees and continuing education fully covered
• Modern, team-oriented office in Woodbury, MN

Core Values

The firm’s culture is built on:

• Empathy – Build authentic relationships
• Integrity – Always do the right thing
• Excellence – Deliver reliable, high-quality work
• Commitment – Take ownership and grow
• Gratitude – Appreciate clients, colleagues, and opportunities

About Garry Executive Search

Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Investment Management, and Investment Advice

Referrals increase your chances of interviewing at Garry Executive Search by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Planner” roles.

Minneapolis, MN $80,000.00-$105,000.00 4 days ago

Minneapolis, MN $80,000.00-$95,000.00 2 weeks ago

Greater Minneapolis-St. Paul Area 1 day ago

Greater Minneapolis-St. Paul Area $105,000.00-$155,000.00 3 weeks ago

Minneapolis, MN $75,000.00-$100,000.00 2 months ago

Minneapolis, MN $100,000.00-$130,000.00 1 week ago

Minneapolis, MN $119,765.00-$140,900.00 1 week ago

Minneapolis, MN $82,700.00-$110,300.00 1 week ago

Financial Intelligence Unit Analyst (BaaS)

Oakdale, MN $45,000.00-$100,000.00 1 week ago

Minneapolis, MN $50,000.00-$85,000.00 2 months ago

Inver Grove Heights, MN $45,000.00-$100,000.00 1 week ago

Oakdale, MN $45,000.00-$100,000.00 3 days ago

Greater Minneapolis-St. Paul Area $28,000.00-$125,000.00 3 weeks ago

Minneapolis, MN $80,000.00-$105,000.00 4 days ago

St Paul, MN $45,000.00-$100,000.00 4 days ago

Minneapolis, MN $75,000.00-$100,000.00 1 week ago

Inver Grove Heights, MN $45,000.00-$100,000.00 3 days ago

Minneapolis, MN $110,000.00-$157,000.00 1 week ago

Financial Advisor Recruiting Experience Consultant

Minneapolis, MN $50,000.00-$85,000.00 1 week ago

Minneapolis, MN $60,000.00-$160,000.00 2 months ago

Financial Services - Consulting - Guidewire - Technical Consultant - Senior

Minneapolis, MN $101,500.00-$186,000.00 2 days ago

Financial Consultant Partner - Edina, MN

Minneapolis, MN $102,000.00-$190,000.00 2 weeks ago

Minneapolis, MN $55,000.00-$75,000.00 4 days ago

Shoreview, MN $85,000.00-$100,000.00 1 month ago

Financial Advisor - St. Paul and East Metro

Personal Financial Counselor, PFC, Fort Snelling, MN

St Paul, MN $53,125.00-$84,995.00 2 months ago

Hopkins, MN $55,000.00-$75,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.