Autonomy-Driven Wealth Management Associate

Garry Executive Search; Edina (MN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health insurance – employer pays 75%

Profit sharing

401(k)

PTO 15 days

11 paid holidays

Disability insurance

Life insurance

Job summary

Garry Executive Search has been retained by a well-established independent financial services firm in the Twin Cities to recruit a Wealth Management Associate to support a growing advisory practice. The role emphasizes autonomous, high-accountability client service in a low-hierarchy environment.

You'll own day-to-day account work under the Director of Client Services and contribute to retirement planning service delivery.

Qualifications

• Active securities licenses (Series 7 and 66 or Series 65) preferred.
• Experience in wealth management client service.
• Comfortable working independently with high autonomy in a non-corporate environment.
• Strong verbal and written communication; detail oriented.

Responsibilities

• Support day-to-day account opening and servicing for investments and retirement products.
• Process trades and other transactions as directed by the advisor (licensure required).
• Prepare information for client meetings and follow-up actions.

Skills

Active Series 7

Series 66

Wealth management client service

Independent, high autonomy

Strong communication

Tools

Microsoft Office

Job description

Garry Executive Search has been retained by a well-established independent financial services firm in the Twin Cities to recruit a Wealth Management Associate to support a growing advisory practice. The role emphasizes autonomous, high-accountability client service in a low-hierarchy environment.

You'll own day-to-day account work under the Director of Client Services and contribute to retirement planning service delivery.