Associate Financial Planner
$65k - $85kGarry Executive Search
2 days ago Be among the first 25 applicants Garry Executive Search provided pay range This range is provided by Garry Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $85,000.00/yr Direct message the job poster from Garry Executive Search Specializing in Talent Acquisition for the Financial Services and Wealth Management Industries Garry Executive Search has been engaged by a growing independent wealth management firm in the Twin Cities to identify an Associate Financial Planner . This role is an excellent opportunity for a motivated professional with 2–5 years of financial services experience who is ready to step into advanced planning responsibilities, support complex client cases, and grow toward becoming a lead advisor. Depending on your background, you may know this type of role as a Paraplanner, Wealth Planning Associate, or Wealth Management Associate. Whatever the title, this position is designed to put you on a clear career path to Financial Planner. The Role: You’ll work closely with senior advisors to deliver sophisticated planning strategies, support client relationships, and gain hands-on experience in all aspects of comprehensive wealth management. The firm will fully support your pursuit of the CFP designation, including exam fees and study resources. Key Responsibilities: Prepare financial plan updates, scenario analyses, and portfolio reports Support advisors in client meetings and manage detailed follow-up workflows Assist with retirement, tax, estate, and insurance planning strategies Oversee client paperwork, account maintenance, and insurance cases from application to delivery Collaborate with internal specialists and external professionals on client cases Help drive firm efficiency through technology and process improvements What We’re Looking For: 2–5 years of experience in financial services (planning, wealth management, or related advisory role preferred) Bachelor’s degree in Finance, Business, Economics, or related field Commitment to obtaining CFP certification within 2 years (firm covers costs) Experience in a client-facing, professional services environment Familiarity with financial planning software (eMoney, MoneyGuidePro, or similar) Strong communication skills, analytical ability, and professional maturity Team-oriented, proactive, and aligned with a fiduciary standard of care Must be within commuting distance of Woodbury, MN Salary: $65,000–$85,000 , commensurate with experience CFP Salary Enhancement: +$5,000 upon certification Annual merit-based reviews and raises Benefits Include: Medical, dental, and vision coverage (generous employer contribution) 401(k) with company match Generous PTO + company holidays CFP exam fees and continuing education fully covered Modern, team-oriented office in Woodbury, MN Core Values The firm’s culture is built on: Empathy – Build authentic relationships Integrity – Always do the right thing Excellence – Deliver reliable, high-quality work Commitment – Take ownership and grow Gratitude – Appreciate clients, colleagues, and opportunities About Garry Executive Search Garry Executive Search partners exclusively with wealth management firms to connect top talent with leading opportunities. We are committed to representing both our clients and candidates with the highest levels of integrity and professionalism. Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Garry Executive Search by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles. Minneapolis, MN $80,000.00-$105,000.00 4 days ago Minneapolis, MN $80,000.00-$95,000.00 2 weeks ago Greater Minneapolis-St. Paul Area 1 day ago Greater Minneapolis-St. Paul Area $105,000.00-$155,000.00 3 weeks ago Minneapolis, MN $75,000.00-$100,000.00 2 months ago Minneapolis, MN $100,000.00-$130,000.00 1 week ago Minneapolis, MN $119,765.00-$140,900.00 1 week ago Minneapolis, MN $82,700.00-$110,300.00 1 week ago Financial Intelligence Unit Analyst (BaaS) Oakdale, MN $45,000.00-$100,000.00 1 week ago Minneapolis, MN $50,000.00-$85,000.00 2 months ago Inver Grove Heights, MN $45,000.00-$100,000.00 1 week ago Oakdale, MN $45,000.00-$100,000.00 3 days ago Greater Minneapolis-St. Paul Area $28,000.00-$125,000.00 3 weeks ago Minneapolis, MN $80,000.00-$105,000.00 4 days ago St Paul, MN $45,000.00-$100,000.00 4 days ago Minneapolis, MN $75,000.00-$100,000.00 1 week ago Inver Grove Heights, MN $45,000.00-$100,000.00 3 days ago Minneapolis, MN $110,000.00-$157,000.00 1 week ago Financial Advisor Recruiting Experience Consultant Minneapolis, MN $50,000.00-$85,000.00 1 week ago Minneapolis, MN $60,000.00-$160,000.00 2 months ago Financial Services - Consulting - Guidewire - Technical Consultant - Senior Minneapolis, MN $101,500.00-$186,000.00 2 days ago Financial Consultant Partner - Edina, MN Minneapolis, MN $102,000.00-$190,000.00 2 weeks ago Minneapolis, MN $55,000.00-$75,000.00 4 days ago Shoreview, MN $85,000.00-$100,000.00 1 month ago Financial Advisor - St. Paul and East Metro Personal Financial Counselor, PFC, Fort Snelling, MN St Paul, MN $53,125.00-$84,995.00 2 months ago Hopkins, MN $55,000.00-$75,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Garry Executive Search
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...expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will...SuggestedFull timeImmediate startAfternoon shift$57.91k - $71.92k
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Oakdale, MN3 days ago$52k - $66.56k
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to... ...U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline...SuggestedFull timeWork experience placementFlexible hours$33.28k - $34.32k
...reasonable accommodation Works effectively with peers and supervisors Retail customer experience preferred Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal...SuggestedHourly payTemporary workPart timeLocal areaHome officeFlexible hoursDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration...Work at officeFlexible hoursShift workWeekend workDay shift
$5,000 per month
...Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You’ll engage directly with members to understand... ...the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as...Currently hiringRelocation packageMonday to Friday- ...Job Overview A law firm seeks a talented First Year Associate to join their team in a hybrid role. The ideal candidate will engage with innovative companies, conveying broad concepts effectively. This position offers a supportive and collaborative environment with a focus...Temporary work
BCG Attorney Search
Woodbury, MN2 days ago $15 - $20 per hour
...opportunities abound, consider Ulta Beauty. Nowhere else are the possibilities quite this beautiful. GENERAL SUMMARY & SCOPE The Task Associate (TA) is responsible for delivering on operational excellence in support of sales drivers, which provide the foundation for...Full timePart timeWork experience placementLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift$20 - $23 per hour
...upward mobility via career training and education. Join us and start your extraordinary journey today. Position Summary The Leasing Associate position is responsible for the leasing, marketing and maintaining positive resident relations. Leasing Associates handle the...Weekly payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday work$17 - $21 per hour
Purpose The Receiving Associate is responsible for assisting in the warehouse operations of the retail store. In addition, the Receiving... ...at every level Programs that help you reach your financial goals: 401k with company match, Employee Stock Purchase Plan,...Full timePart timeMonday to Friday$16.09 - $23.27 per hour
...pay range for this position is $16.09-$23.27 based on direct and relevant experience. RAYUS Radiology is looking for a Front Office Associate to join our team. As a Front Office Associate, you will be responsible for providing services to patients and referring...Casual workWork at officeImmediate startShift work- ...Protection excellence by facilitating selling process through consistent adherence to policies and procedures that safeguard customers, associates and company assets•Detect and detain shoplifters and complete related documentation by applying the five stages of arrest•...Full timeLocal areaFlexible hoursWeekend workAfternoon shift
$15 - $24.25 per hour
Kate Spade New York is a global lifestyle brand that designs handbags, ready‑to‑wear, jewelry, footwear, and home décor. The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. The...Hourly payTemporary workLocal areaFlexible hoursNight shift$19 - $27 per hour
...biggest reasons is our hard-working and happy-to-help fresh food associates. Join our freezer, cooler, and deli team and you won't just... ...Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeWalmart
Woodbury, MN4 days ago$17 per hour
...impact the world around you;Come join our team. You're going to like it here!You will enjoy a competitive wage, flexible hours, and an associate discount. Part-time associates, based on hours worked, may be eligible for Burlington's benefits package which includes dental and...Hourly payPart timeFlexible hoursNight shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at officeUnavailable
Woodbury, MN4 days ago$60k - $75k
...product platform and top resources in the financial industry, while you nurture... ...including a stable base salary, to recognize associate achievements. Our benefit programs are... ...Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA...Full timeWork at officeFidelity Investments
Oakdale, MN3 days ago$18.75 per week
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Saint Paul, MN15 hours ago- Northwestern Mutual in Woodbury, Minnesota is seeking College Financial Representatives for their internship program. This opportunity allows students to build an integrated financial planning practice while receiving guidance from industry experts. You'll gain valuable...Full timeInternshipFlexible hours
- ...primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private... ...retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately...Work experience placementWork at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...opportunities to accelerate growth Accelerated Growth Path– Develop into a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on staff, as well as an in-house dedicated marketing team...Full timeShift work
Center for Wealth Preservation
Woodbury, MNa month ago - ...cross-selling the products and services that will help them be financially successful. We are looking for excellent communicators with... ...problems with a positive attitude ~ High School diploma required, Associates or Bachelor degree preferred ~2+ years prior credit union...Monday to FridayFlexible hours
CITY & COUNTY CREDIT UNION
Saint Paul, MN26 days ago - ...for use in the medical device industry. We are currently seeking an ambitious and self-driven Building Maintenance and Cleaning Associate that will help make sure our facility is maintained in a clean, safe, and attractive manner. Position Requirements: ·...
Hemostasis, LLC
White Bear Lake, MN3 days ago - ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Saint Paul, MN2 days ago $17 - $28.96 per hour
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Hudson, WI3 days ago$17 - $29.75 per hour
...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding... ...Qualifications: High school diploma or equivalent required; associate or bachelor's degree preferred Experience in banking,...Full timeOld National Bank
White Bear Lake, MN4 days ago$25 - $26.77 per hour
...Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...handling experienceBachelor's Degree or business-relevant Associate's Degree such as business management, business administration...Hourly payWork at officeFlexible hoursWeekend workDay shiftMinnesota Jobs
Saint Paul, MN1 day ago$17 - $29.75 per hour
...BankerThe Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...Immediate startOld National Bank
Saint Paul, MN3 days ago
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