Garry Executive Search · 13 hours ago
Senior Financial Advisor
St Louis Park, MN
Full-time
Onsite
Senior Level
$180K/yr - $225K/yr
5+ years expGarry Executive Search has partnered with a distinguished wealth management firm to identify an accomplished Senior Financial Advisor. The role involves managing and growing long-term client relationships while collaborating closely with firm leadership and contributing to the firm's culture and future.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Serve as a primary advisor to established client relationships
Provide holistic financial planning and ongoing advice across retirement, investments, tax-aware strategies, and estate considerations
Deepen relationships with existing clients through proactive, high-touch service
Collaborate with firm leadership and internal teams to deliver an exceptional client experience
Participate in community involvement and relationship-building activities aligned with the firm’s values
Contribute to the long-term growth and continuity of the firm
Qualification
Required
CFP® required
5+ years of experience as a financial advisor within an RIA or similar environment
Experience managing client relationships independently
Strong relationship skills with a client-first mindset
Comfortable engaging in the community and building trust organically
Collaborative, humble, and values-driven — strong cultural fit is essential
Preferred
Existing book of business preferred but not required
Benefits
Profit sharing and incentive compensation
Equity potential over time for the right individual
Full benefits package including health insurance
Retirement plan
Paid time off
Company
Garry Executive Search
At Garry Executive Search, we specialize in providing comprehensive recruitment solutions tailored specifically to the wealth management industry.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase