Garry Executive Search · 9 hours ago
Financial Planning Specialist
Edina, MN
Full-time
Onsite
Mid Level
$100K/yr - $125K/yrGarry Executive Search is recruiting for a Financial Planning Specialist for a well-established boutique Wealth Management firm in the Twin Cities. This role supports advisors by building and maintaining high-quality, client-ready financial plans and offers a clear path to grow into a senior or leadership planning role over time.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Build and maintain comprehensive financial plans using eMoney, MoneyGuidePro, and Holistiplan
Model planning scenarios including retirement, tax analysis, and estate planning considerations
Prepare customized client-facing planning deliverables and analyses
Partner with advisors to support client meetings and planning presentations
Support and participate in Financial Planning Committee meetings and follow-ups
Help ensure consistency and accuracy across planning deliverables
Serve as a technical planning resource to the advisory team
Collaborate with tax, investment, and client service teams on integrated planning strategies
Qualification
Required
CFP® or CPA® required
Experience in financial planning or advisory support within an RIA or similar environment
Strong technical planning foundation (cash flow, retirement modeling, tax-aware planning, estate coordination)
Highly detail-oriented with strong written and verbal communication skills
Organized, dependable, and comfortable managing multiple planning cases
Collaborative team player who values process and quality
Preferred
Familiarity with Schwab custodial environments
Company
Garry Executive Search
At Garry Executive Search, we specialize in providing comprehensive recruitment solutions tailored specifically to the wealth management industry.
Founded in 2024
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase