Wealth Management Advisor

Garry Executive Search has been retained by a fee-only, independent RIA in the Twin Cities to recruit a Wealth Management Advisor to join their collaborative advisory team.
This firm is a dynamic, growing, independent, fee-only wealth management practice that seamlessly integrates life planning with financial planning. They are one of the largest 100% woman-owned RIAs in the country, with a team that has more than 100 years of combined experience. This is a genuinely collaborative environment, not a siloed one, where the Financial Advisor will work alongside the existing team on financial planning and investment management for the firm's client base, with real opportunity to take over client relationships over time.
Key ResponsibilitiesDesign, 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.
QualificationsCFP® designation required.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 YouCompetitive Compensation: Base salary range of $100K to $150K plus bonus, with immediate room for mentoring and growth and possible 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.Growth & Development: Tuition reimbursement, charitable matching, paid professional dues, continuing education, and conferences.
How to ApplyIf you are a CFP® looking to grow inside a genuinely collaborative, woman-led RIA, Garry Executive Search invites you to apply confidentially. Please submit your resume via LinkedIn or email to [email protected].
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.