Wealth Management Advisor

About the role

Garry Executive Search has been retained by a fee-only, independent RIA in the Twin Cities to recruit a Wealth Management Advisor for its collaborative advisory team. The firm is a dynamic, growing wealth management practice that integrates life planning with financial planning. It is one of the largest 100% woman-owned RIAs in the country, with a team that has more than 100 years of combined experience.

The Financial Advisor will work alongside the existing team on financial planning and investment management for the firm's clients, with the opportunity to take over client relationships over time. This is a full-time role in the office in the western Minneapolis metro.

Responsibilities

• Design, present, and implement proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection, and estate planning.
• Prepare financial analyses that consider clients' 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 covering all phases of the wealth planning cycle.
• Coordinate with the Client Service Team.
• Participate in building new client relationships with strategic partners in the community.

Requirements

• CFP® designation required.
• 3–8 years of experience in wealth management or financial planning.
• Ability to work well in a collaborative and collegial team environment.
• Excellent client service and relationship management skills, with strong attention to detail.
• Experience with Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, or MacOS is a plus, but not required.

Key facts

• Full-time role in the office in the western Minneapolis metro.
• CFP® designation required.
• Requires 3–8 years of experience in wealth management or financial planning.
• Experience with Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, or MacOS is a plus, not required.