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 role is designed for a CFP® who enjoys the technical side of financial planning, values high standards, and wants to take ownership of the planning function without sales pressure or business development expectations.

The Opportunity

The Financial Planning Specialist plays a key role within the firm’s planning function, partnering closely with advisors to deliver high-quality, client-ready financial plans and maintain consistency across the firm’s planning process.

This is a hands-on role with firmwide influence. You’ll be deeply involved in complex scenario modeling, planning deliverables, and supporting the Financial Planning Committee, with a clear path to expand responsibility and leadership over time.

This role is well-suited for a planner who wants to step up in scope and impact without being pushed prematurely into people management or sales.

What You’ll 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, accuracy, and quality across planning deliverables firmwide
• Serve as a go-to technical planning resource for the advisory team
• Collaborate with tax, investment, and client service teams on integrated planning strategies

Background They’re Looking For

• CFP® required
• Experience in financial planning or advisory support within an RIA or similar wealth management 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, quality, and consistency
• 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 Director of Financial Planning position over time.

Why This Role Appeals to the Right Planner

• Planning-focused role — no business development or asset-gathering expectations
• Opportunity to own and influence the firm’s planning standards and process
• Exposure to complex, meaningful planning cases
• Clear growth path without being thrown into people management prematurely
• Supportive, collaborative advisory team with a strong planning culture