Financial Planning Specialist
2 weeks ago
Garry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist . This is a role designed for a credentialed planner who enjoys technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning role over time . The Opportunity: This role sits within the firms financial planning function and supports advisors by building and maintaining high-quality, client-ready financial plans. Youll be heavily involved in scenario modeling, planning deliverables, and maintaining consistency across the firms planning process. Its a strong fit for a planner who wants to deepen technical expertise now , with the opportunity to expand influence and responsibility as the firm grows. What Youll Be Doing: Build and maintain comprehensive financial plans using eMoney, MoneyGuidePro, and Holistiplan Model planning scenarios including retirement, tax analysis, and estate planning considerations Prepare customized client-facing planning deliverables and analyses Partner with advisors to support client meetings and planning presentations Support and participate in Financial Planning Committee meetings and follow-ups Help ensure consistency and accuracy across planning deliverables Serve as a technical planning resource to the advisory team Collaborate with tax, investment, and client service teams on integrated planning strategies Background Theyre Looking For: CFP or CPA required Experience in financial planning or advisory support within an RIA or similar environment Strong technical planning foundation (cash flow, retirement modeling, tax-aware planning, estate coordination) Highly detail-oriented with strong written and verbal communication skills Organized, dependable, and comfortable managing multiple planning cases Collaborative team player who values process and quality Familiarity with Schwab custodial environments is a plus Compensation & Growth Path: Base Salary: $100,000 $125,000 Target Total Compensation: $115,000 $140,000 (base + incentive) This role is intentionally designed with long-term upside . With strong performance, it can evolve into a Senior Planning Specialist or Director of Financial Planning role over time. Why This Role Appeals to the Right Planner: Planning-focused role no business development expectations Strong planning culture and standards Exposure to complex planning cases Clear growth path without being thrown into leadership prematurely Supportive, collaborative advisory team Interested in Learning More? This search is being conducted confidentially by Garry Executive Search. Apply directly to start a discreet conversation. Garry Executive Search is an equal opportunity recruiting firm. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other legally protected status.
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Financial Planning Specialist
3 weeks ago
Edina, MN, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist. This is a role designed for a credentialed planner who enjoys technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning role...
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Financial Planning Specialist
2 weeks ago
Edina, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist.This is a role designed for a credentialed planner who enjoys technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning role over...
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Financial Planning Specialist
2 weeks ago
Edina, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist.This is a role designed for a credentialed planner who enjoys technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning role over...
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Financial Planning
2 weeks ago
Edina, MN, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist . This is a role designed for a credentialed planner who enjoys technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning...
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Financial Planning
2 weeks ago
Edina, MN, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist . Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. This is a role designed for a credentialed planner who...
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Financial Planning
3 weeks ago
New Brighton, MN, United States Valtinson Bruner Financial Planning Full timeCompany Description Valtinson Bruner Financial Planning This is a full-time on-site role for a Financial Planner located in New Brighton, MN. The Financial Planner will work closely with senior planners and clients to develop personalized financial plans, manage investment portfolios, and provide strategies for retirement planning and financial goal...
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Financial Planning Specialist
2 weeks ago
Minneapolis, MN, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist . Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. This is a role designed for a credentialed planner who enjoys...
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Financial Planning Specialist
2 weeks ago
Minneapolis, MN, United States Garry Executive Search Full timeGarry Executive Search has been retained by a well-established boutique Wealth Management firm in the Twin Cities to recruit a Financial Planning Specialist. Apply below after reading through all the details and supporting information regarding this job opportunity. This is a role designed for a credentialed planner who enjoys technical work, high standards,...
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Financial Planning
1 day ago
Edina, Minnesota, United States Vizient Full time $77,400 - $135,400When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel...
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Financial Planning
5 days ago
Edina, Minnesota, United States MRS GERRYS KITCHEN LLC Full time $85,000 - $125,000Job Title: Financial Planning & Analysis (FP&A) AnalystRelocation assistance and visa sponsorship are not available for this position. Candidates must be authorized to work in the USA at the time of application.Location: Hybrid (3 days a week in office); Edina, MN Department: Finance Employment Type: Full-Time Wage Range: $85,000 - $125,000 Reports To:...
