Garry Executive Search · 2 hours ago
Associate Financial Advisor
Minneapolis, MN
Full-time
Hybrid
Entry, Mid Level
3+ years expGarry Executive Search is representing a growing Registered Investment Advisory firm that offers comprehensive financial services to high-net-worth individuals. They are seeking a motivated Associate Financial Advisor to support senior advisors in managing client relationships and delivering custom financial solutions while developing into a lead advisor role.
Staffing & Recruiting
Hiring Manager
Mark Garry
Responsibilities
Support senior advisors in managing client relationships by assisting in the development of comprehensive financial plans, including retirement planning, investment strategies, and estate planning
Participate in client meetings to gather data, provide updates, and implement financial strategies
Prepare and present financial planning reports that meet the unique needs of each client
Conduct research on market trends, investment products, and portfolio performance to ensure alignment with client goals
Collaborate with the advisory team on strategies related to asset allocation, tax planning, and risk management
Provide ongoing client support by handling inquiries, monitoring portfolios, and making adjustments based on financial objectives and market conditions
Ensure adherence to regulatory requirements and stay informed about financial planning best practices
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
3-6 years of experience in financial services, wealth management, or financial planning
Series 65 or 66
Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems
Excellent communication and interpersonal skills, with a passion for client service and relationship-building
Strong analytical skills and an ability to work independently and as part of a team
Preferred
Progress toward, or completion of, CFP® designation preferred
Benefits
Comprehensive benefits
401(k)
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