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

• CFP® required
• 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.

Compensation & Long-Term Opportunity

• 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
• Collaborative environment