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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Lead Advisor
Saint Paul, MN2 days ago $18.5 per week
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Saint Paul, MN18 hours ago$23 per hour
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Woodbury, MN2 days ago- ...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...SuggestedWeekly payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday work
RPM Living
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NFPA Global Solutions Company
Woodbury, MN3 days ago $21 - $29 per hour
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Woodbury, MN4 days ago$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 hoursNorthwestern Mutual
Woodbury, MN2 days ago$19.05 - $27.45 per hour
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...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- ...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
$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$17.14 - $24.78 per hour
...pay range for this position is $17.14-$24.78 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$19 - $27 per hour
...people cultures ideas and experiences creates a workplace where associates feel seen supported and connected through a culture of... ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart time$15 - $21 per hour
Walmart is seeking Cashiers / Front End Associates to assist customers with purchases, operate registers, and support front-end store operations. Front End Associates are responsible for scanning items, processing cash and card payments, handling returns and exchanges,...Hourly payFull timePart timeShift workNight shift$15 - $21 per hour
Walmart is seeking Stockers / Backroom / Receiving Associates to support store operations by unloading deliveries, organizing inventory, stocking shelves, and preparing merchandise for the sales floor. Associates are responsible for unloading trucks, sorting and organizing...Hourly payFull timePart timeShift workNight shift$21.75 per hour
...Job Description Amazon Fulfillment Center Warehouse Associate \n \n Shifts: \n \n Day, Overnight, Weekend\n \n Location: \n \n Murfreesboro, TN\n \n Job opportunities vary by location. We update postings daily with open positions.\n \n \n \n \n...Hourly payWeekly payFull timeTemporary workPart timeRelocation packageMonday to FridayShift workNight shiftWeekend workAfternoon shiftEarly shiftAmazon.com
Woodbury, MN8 days ago$23 per hour
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Saint Paul, MN18 hours ago$18 per hour
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Saint Paul, MN18 hours ago$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support 2 Fully company‑funded retirement package...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Woodbury, MN3 days ago$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...Work at officeNorthwestern Mutual
Woodbury, MN2 days ago- ...ownership. Boyum Wealth Architects is one of the fastest-growing RIAs in the Midwest. We are looking for an experienced Senior Financial Planner who wants more than a seat on an established platform. This is an opportunity to join a growth-stage firm, serve sophisticated...
Boyum Wealth Architects
Saint Paul, MN2 days ago $18 - $26 per hour
...who take pride in their work to join our team. As a Maintenance Associate at Sam’s Club, you are responsible for ensuring members see a... ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeShift work$17 - $29.75 per hour
...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding... ...proceduresQualifications:High school diploma or equivalent required; associate or bachelor's degree preferredExperience in banking, retail,...Old National Bank
Saint Paul, MN3 days ago- ...immeasurable dedication of all 500+ employees throughout our company.Job DescriptionGrand Appliance & TV is looking for a Delivery Associate to join the Grand Team! In this position, you will work with a Delivery Driver to deliver appliances to customers' homes in a 26'...
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Cottage Grove, MN4 days ago $17 - $29.75 per hour
...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding... ...proceduresQualifications:High school diploma or equivalent required; associate or bachelor's degree preferredExperience in banking, retail,...Old National Bank
Saint Paul, MN4 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, MN3 days ago $17 - $28.96 per hour
...Relationship BankerAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized... ...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals...Hourly payImmediate startAssociated Banc-Corp
Saint Paul, MN1 day ago- Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 9925 Hudson Road | Responsibilities: Operate forklift safely according to guidelines; Receive and stock merchandise from distribution centers; Maintain inventory...Immediate start
Sam's Club
Saint Paul, MN5 days ago
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