Associate Financial Advisor

Wealth Management Advisor (Servicing Advisor) Role Overview

In this role, you will serve as the primary relationship manager for an established book of clients, delivering a high-touch, white-glove experience. You will partner closely with senior leadership, who drive new client acquisition, while you focus on ongoing planning, communication, and retention.

This is a true “farmer” role designed for advisors who thrive in relationship management, not sales.

• Serve as the primary point of contact for approximately 200 to 250 client households
• Deliver ongoing financial planning and advice across retirement, investment, tax, and estate considerations
• Build and maintain strong, long-term client relationships through proactive communication
• Conduct client meetings, reviews, and planning discussions
• Collaborate with senior advisors and internal team members to execute client strategies
• Ensure a high level of responsiveness, organization, and follow-through across all client interactions
• Support client retention and overall client experience initiatives
• Maintain compliance with regulatory standards and firm best practices

• 3 to 7+ years of experience in wealth management or financial planning
• Strong client-facing experience and relationship management skills
• Series 65 or 66 required
• CFP designation strongly preferred or actively pursuing
• Experience working with high-net-worth clients preferred
• Excellent communication, organization, and interpersonal skills
• Ability to manage a high volume of client relationships effectively

No prospecting or business development required – plug into a fully built inbound lead engine and focus entirely on client service.

Clear separation between business development and service advisors, creating efficiency and focus. Flexibility to evolve into different paths over time, including relationship management or business development tracks.

Work within a fast-paced, accountability-driven culture alongside a motivated and ambitious team.

• Base salary: $65,000 to $125,000 depending on experience
• Performance-based bonus
• Comprehensive benefits package including health insurance and 401(k)
• Full-time, in-office role in a high-end, professional setting
• Collaborative, team-oriented culture with strong expectations around performance and growth
• Fast-paced environment with significant opportunity for advancement

Garry Executive Search is dedicated to providing exceptional recruiting services within the wealth management industry. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.