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
$60k - $85k
...education support available. Costs of licensing and approved CE sponsored by Firm Free parking Qualifications Work experience: 2-3 years financial industry experience Bachelor’s Degree required; finance related field preferred Industry licenses (Series 65 or equivalent)...SuggestedFull timeWork experience placementWork at officeFlexible hoursWinter & Associates, Inc.
Saint Paul, MN22 hours ago- ...seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Hudson, WI office. The ideal candidate... ...Advisors in daily aspects of client service, advising, and financial planning Assist with business development efforts Coordinating...SuggestedWork experience placementWork at office
Beacon Pointe
Hudson, WI9 hours ago - ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours
Edward Jones
Saint Paul, MN3 days ago $42k - $48k
...Associate Private Wealth Advisor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total... ...and help cultivate existing ones. They will provide sound financial advice, make investment recommendations, and create, present,...Suggested$16.09 - $23.27 per hour
...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 professionals by answering phones, scheduling appointments, and greeting and registering patients...SuggestedPart timeWork at officeMonday to FridayRAYUS Radiology
Woodbury, MN1 day ago- ...Huntington Bank is seeking a Financial Relationship Banker in Woodbury, MN. This role involves building and retaining customer relationships while providing excellent service. Candidates should have strong customer service skills and sales experience in banking or retail...Work at officeFlexible hours
Huntington Bank
Woodbury, MN9 hours ago $23.5 - $29.5 per hour
...effective rapport building skills, proficient knowledge, and the promotion of the credit union’s brand of savings, transparency, and financial education. Responsible for meeting established Credit Union and Branch goals through active participation in sales programs....Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to FridayMinnesota League of Credit Unions
Oakdale, MN3 days ago$25 - $26.77 per hour
...conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet... ...handling experience Bachelor's Degree or business‑relevant Associate's Degree such as business management, business administration...Hourly payShift workWeekend workDay shiftBank of America
Woodbury, MN3 days ago$19 - $22 per hour
...relationships with prospective and current residents. Successful Leasing Associates demonstrate an unparalleled commitment to customer service and... ...you're in management or maintenance, we offer a variety of financial incentives tailored to help you thrive and grow with us!...Hourly payFull timeWork at officeLocal areaFlexible hoursAfternoon shiftCPM
Oakdale, MN4 days ago$145k - $180k
...Associate Veterinarian J825486 • Woodbury, Minnesota • USD145,000‑USD180,000 per year Flexible schedule and a vibrant, client‑focused practice that values exceptional patient care, team culture, and work‑life balance. Why This Opportunity Stands Out Salary between $145...Relocation packageFlexible hoursGlobal Talent Partners Veterinary
Woodbury, MN2 days ago- ...Lot Associate | Home Depot Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store....
Home Depot (Retail)
Inver Grove Heights, MN4 days ago - ...The Loan Officer Associate assists a designated Loan Officer(s) in originating and processing loans. Duties include: Reviewing the initial loan application. Requesting required documents, including follow up if needed. Calculating income in order to validate data. Running...Work experience placement
SFMC Home Lending
Saint Paul, MN4 days ago $24.75 per hour
Full job description Earn $24.75/hr + Bonuses | No THC Test | Weekly Pay | Full-Time, Part-Time & Seasonal Join our high-performing delivery team in Woodbury, MN! We’re looking for reliable, motivated drivers to deliver Amazon packages across the Twin Cities and beyond...Hourly payWeekly payExtra incomeFull timePart timeWork experience placementSeasonal workSleeping nightsFlexible hoursShift workWeekend workDay shift3 days per weekNexGen Logistics LLC
Woodbury, MN22 hours 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, MN1 day 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 areaUnavailable
Woodbury, MN4 days ago- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to... ...the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline...Full timeWork experience placementFlexible hours
- ...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
Northwestern Mutual
Woodbury, MN1 day ago - ...Associate Veterinarian Elm Creek Animal Hospital | Champlin, Minnesota Elm Creek Animal Hospital is seeking a compassionate Associate Veterinarian to join our well-established small animal practice in Champlin, MN. We are committed to providing exceptional...Full timeLocal areaRelocation package
Parkview Cat Clinic
Inver Grove Heights, MN9 hours ago $80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour pay Required Skills financial planning investment management... ...advising judgment and decision-making certified financial planner (cfp) Certified Financial Advisor (CFA) About micro1 micro...For contractorsRemote workMicro1
West Saint Paul, MN21 days ago$110k
Introduction Our client is a hospital hiring a full-time Associate Veterinarian to join their small animal practice. This full-service hospital has been serving the community since 1963 and is recognized for compassionate care, advanced diagnostics, and personalized service...Full timeRelocation packageMonday to FridayWeekend work- ...experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities...
Civista Bank
Saint Paul, MN4 days ago $45k - $60k
...Automotive Parts Counter Sales Associate The Ed Napleton Automotive Group is looking for our next Automotive Parts Counter Sales Associate. This is an exciting opportunity in a growing, fast-paced industry. Located at Napleton's Lexus of Maplewood, the Automotive Parts...Local areaLexus of Maplewood
Saint Paul, MN10 days ago$17 - $29.75 per hour
...location. The 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, MN1 day ago$24 - $28 per hour
...Requirements What You Will Do (Essential Functions) Relationship Management: Conduct client interviews to identify financial needs, recommend solutions, and manage long-term customer relationships. Account Services: Assist customers with selecting, opening...Hourly payWork at officeAlliance Bank
Saint Paul, MN9 hours ago- The role will be responsible for the three non-chemical RSS Stockrooms at Campus. Duties and Responsibilities Pulling together orders based on the needs of each stockroom. Ensuring the right amount of inventory on the shelf to handle the researchers' needs, without overstock...
PRIDE Health
Saint Paul, MN2 days ago - ...department standards; to ensure that the work shift contributes to the financial best interest of the store. Complete all other duties as... ...here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable...Hourly payFull timeTemporary workPart timeVisa sponsorshipWork visaShift work
Family Fare
Saint Paul, MN9 hours ago - ...Quality Talent Group is assisting in hiring bankers for a leading financial services employer in Lake Elmo, Minnesota. This role emphasizes building strong customer relationships and offering tailored financial solutions in a supportive and inclusive culture. Applicants...
Quality Talent Group
Lake Elmo, MN1 day 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
Eagan, MN3 days ago $17 - $28.96 per hour
...Job Duties At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths... ...this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their...Hourly payFull timeImmediate startShift workAssociated Banc-Corp
Saint Paul, MN2 days ago- ...is seeking to hire bankers for their Consumer, Small, and Business Banking division in Mendota Heights, Minnesota. As a leader in financial services, the company offers a promising career opportunity with comprehensive benefits including health coverage, 401(k), and tuition...
Quality Talent Group
Mendota Heights, MN1 day ago
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