Financial Planning Specialist

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.

$/yr - $/yr

Annual Bonus

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.

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, Money Guide Pro , and Holistiplan
• 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‑upsli>
• 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

• 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

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.

• Strong planning culture and standards
• Exposure to complex planning cases
• Clear growth path without being thrown into leadership prematurely
• Supportive, collaborative advisory team

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.