Financial Advisor

Garry Executive Search; Golden Valley (MN); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Unlimited PTO

Bonus holiday week

Firm equity potential

Job summary

Garry Executive Search has been retained by a fee-only, independent RIA in the Twin Cities to recruit a Wealth Management Advisor who will serve high-net-worth clients alongside an experienced team. The role offers a path to relationship ownership from day one and potential equity down the road.

The practice is growing, independent, and client-centered, with unlimited PTO, a bonus holiday week, and a collaborative, team-oriented culture.

Qualifications

• 3-8 years of experience in wealth management or financial planning.
• Strong teamwork and collaborative office culture.
• Experience with custodian/software is a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS.

Responsibilities

• Design, present, and implement detailed financial planning solutions for retirement, investments, cash flow, taxes, estate planning.
• Prepare financial analyses tailored to clients' goals and values.
• Take over client relationships over time and participate in meetings.
• Lead comprehensive client meetings and coordinate with the Client Service Team.
• Support growth through building new relationships with strategic partners.

Skills

Team collaboration

Client service

Relationship management

Attention to detail

Tools

Salesforce

MoneyGuide Pro

Morningstar Advisor Workstation

Kwanti

MacOS

Job description

Garry Executive Search has been retained by a fee-only, independent RIA in the Twin Cities to recruit a Wealth Management Advisor for a rare opportunity to serve high-net-worth clients alongside a highly tenured team, with a real path to taking over client relationships from day one, not years down the road.

This is a dynamic, growing, independent, fee-only wealth management practice that seamlessly integrates life planning with financial planning for a high-net-worth client base. The team brings more than 100 years of combined experience and works in a genuinely collaborative environment, not a siloed one, where the Advisor will work alongside the existing team on financial planning and investment management while building toward relationship ownership, and potential firm equity, over time. The role also comes with real flexibility built in, including unlimited PTO and a bonus holiday week.

Key Responsibilities

• Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection, and estate planning.
• Prepare financial analysis for clients that considers their specific preferences, values, goals, and priorities.
• Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
• Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle.
• Coordinate with the Client Service Team.
• Participate in building new client relationships in collaboration with strategic partners in the community.

Qualifications

• 3-8 years of experience in wealth management or financial planning.
• Ability to work well in a team environment -- this is a collaborative and collegial office.
• Excellent client service and relationship management skills, with strong attention to detail.
• Experience with the firm's custodian and software is not required but is a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS.
• Full time, in-office role in the western Minneapolis metro.

What's in it for You

• Competitive Compensation: Base salary range of $125K to $175k plus bonus - up to $225k total compensation, with immediate room for mentoring and growth and potential firm equity down the road.
• Strong Benefits: 401(k) with employer contribution after 1 year, employer-paid long-term disability, life insurance, and firm-paid half of medical premiums.
• Real Life Integration: Unlimited PTO plus a bonus holiday week, 10 paid company holidays, and summer hours with a 3:00 PM Friday close between Memorial Day and Labor Day. There is TRULY great flexibility with this role.
• Growth & Development: Tuition reimbursement, charitable matching, paid professional dues, continuing education, and conferences.

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.