Senior Financial Advisor

Garry Executive Search has partnered with a distinguished wealth management firm in west Twin Cities Metro to identify an accomplished Senior Financial Advisor. Our client is seeking a driven professional to join their team and play a pivotal role in expanding their high-net-worth client base.

You’ll work with a high-quality client base, collaborate closely with firm leadership, and have a clear path to increased responsibility and ownership over time.

The Opportunity

This firm is seeking a Senior Financial Advisor to join a close-knit, relationship-driven advisory team. The role is designed for an advisor who enjoys managing and growing long-term client relationships while contributing meaningfully to the firm’s culture and future.

You’ll work with a high-quality client base, collaborate closely with firm leadership, and have a clear path to increased responsibility and ownership over time.

What You’ll Be Doing

• Serve as a primary advisor to established client relationships
• Provide holistic financial planning and ongoing advice across retirement, investments, tax-aware strategies, and estate considerations
• Deepen relationships with existing clients through proactive, high-touch service
• Collaborate with firm leadership and internal teams to deliver an exceptional client experience
• Participate in community involvement and relationship-building activities aligned with the firm’s values
• Contribute to the long-term growth and continuity of the firm

Background They’re Looking For

• 5+ years of experience as a financial advisor within an RIA or similar environment
• Experience managing client relationships independently
• Existing book of business preferred but not required
• Strong relationship skills with a client-first mindset
• Comfortable engaging in the community and building trust organically
• Collaborative, humble, and values-driven — strong cultural fit is essential

This firm prioritizes relationships, integrity, and service over pure production metrics.

• Base salary: approximately $180,000 – $225,000 (depending on experience)
• Profit sharing and incentive compensation
• Equity potential over time for the right individual
• Full benefits package including health insurance, retirement plan, and paid time off

This role is intended to be a long-term partnership opportunity for an advisor who wants to grow with the firm.

Why This Role Stands Out

• Established, fee-only firm with a strong reputation
• High-quality client base and planning-focused approach
• Values-driven culture with strong community involvement
• Opportunity for equity and ownership over time

Interested in Learning More?

This search is being conducted confidentially by Garry Executive Search.

Apply directly to start a discreet conversation.

About Garry Executive Search

Garry Executive Search is a boutique recruiting firm specializing exclusively in talent within the independent wealth management and RIA industry. We partner with advisory firms to deliver highly targeted, confidential searches for planning, advisory, and client service professionals.

Garry Executive Search is committed to diversity in the workplace and partners with organizations that share this commitment.