Associate Financial Planner

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. 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