Garry Executive Search
Financial Planning Specialist (Edina)
Garry Executive Search, Minneapolis, Minnesota, United States, 55410
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.
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.