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. 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- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
SkyKey Financial
Oakdale, MN2 days ago - ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will...SuggestedImmediate startAfternoon shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will...SuggestedAfternoon shift
- ...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 Advisors
Hudson, WI18 hours ago - ...to the volume of applicants. Join a financial services firm where your contributions are... ...center of our partnership. Edward Jones associates are seen, heard, respected, and... ...management ~ CFP® (Certified Financial Planner) designation or active progress toward it...SuggestedFull timeTemporary workFlexible hours
Edward Jones
Hudson, WI18 hours ago - Beacon Pointe is seeking an Associate Wealth Advisor in Hudson, WI to assist in client advisory and investment management. You will work closely with Senior Wealth Advisors to provide outstanding service experiences to clients, manage investment processes, and support business...Work at office
$17 - $29.75 per hour
...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding... ...procedures Qualifications: High school diploma or equivalent required; associate or bachelor's degree preferred Experience in banking, retail,...Full timeOld National Bank
Woodbury, MN1 day ago- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their...Immediate startAfternoon shift
Fairygodboss
Woodbury, MN2 days ago $17 - $29.75 per hour
...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 through...Full timeImmediate startOld National Bank
Woodbury, MN1 day ago$21 - $29 per hour
...according to company policy and procedures ensuring Merchandising Associates pick orders within acceptable timeframe and are staged... ...! Health benefits include medical, vision and dental coverage Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workSam's Club
Woodbury, MN1 day ago$21 - $29 per hour
...according to company policy and procedures ensuring Merchandising Associates pick orders within acceptable timeframe and are staged... ...! Health benefits include medical, vision and dental coverage Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workSam's Club
Woodbury, MN1 day ago- ...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
Saks Fifth Avenue
Woodbury, MN4 days ago $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 FridayFloor & Decor
Woodbury, MN18 hours ago- ...Job Description 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. This position...
Home Depot
Woodbury, MN18 hours 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...Weekly payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday work
RPM Living
Oakdale, MN4 days ago $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 workRAYUS Radiology
Woodbury, MN18 hours ago- ...leave the store. You might be the first, last, and sometimes only associate a customer interacts with. That's why it's so important to... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeWeekend workAfternoon shift
Walmart
Woodbury, MN2 days ago $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$33.54 per hour
...Licensed) Date Posted: 7/22/2026 Location: Kaposia Elementary School Closing Date: 07/29/2026 Position Title: Licensed School Health Associate Department: Kaposia Education Center Immediate Supervisor's Position Title: Building Principal FLSA Status: Non-Exempt Salary...Work at officeImmediate start$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$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, 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 support2 Fully company‑funded retirement package and...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 and pension...Work at officeUnavailable
Woodbury, MN2 days ago- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
WealthBridge Financial Group
Woodbury, MN2 days ago $40k - $120k
...Overview North Star Resource Group is looking for a candidate for a financial advising position in Woodbury, MN . We are looking for a college graduate or a more experienced individual who is not feeling fulfilled today and is looking to start a career designed around...North Star Resource Group
Woodbury, MN18 hours 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, MN1 day ago$53k - $65k
...Current Employees and Contractors Apply Here Osaic Careers Trading Opportunity in Financial Services Equity Trader Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128...Full timeFor contractorsWork at officeImmediate startAdvisor Group
Oakdale, MN1 day ago$65k - $100k
...appropriate PPE during field activities *Job Descriptions are not exhaustive lists of all skills, responsibilities, or efforts associated with a job. They reflect principal job elements essential for performing the job and evaluating performance. Wunderlich-Malec...Full timeTemporary workWorldwideFlexible hoursWunderlich-Malec Engineering, Inc
Oakdale, MN12 days ago- ...Enrollment Experience Specialist Associate At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare...Hourly payFor contractorsWork experience placement
- ...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, MN14 days ago
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