Financial Planning

2 weeks ago

Edina MN, United States Garry Executive Search Full time

Garry 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 technical work, high standards, and partnering closely with advisors with a clear path to grow into a senior or leadership planning role over time .

This role sits within the firm’s financial planning function and supports advisors by building and maintaining high-quality, client-ready financial plans. You’ll be heavily involved in scenario modeling, planning deliverables, and maintaining consistency across the firm’s planning process.
It’s 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.

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

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)
• Organized, dependable, and comfortable managing multiple planning cases
• Collaborative team player who values process and quality
• Target Total Compensation: $115,000 – $140,000 (base + incentive)

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
• xrczosw 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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