Financial Advisor

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.

• 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.

• 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, Money Guide Pro, Morningstar Advisor Workstation, Kwanti, MacOS.
• Full time, in-office role in the western Minneapolis metro.

• 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.