What are the responsibilities and job description for the Senior Financial Advisor position at Garry Executive Search?
Garry Executive Search has partnered with a distinguished wealth management firm in Minneapolis to identify an accomplished Senior Wealth 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.
The Opportunity
The selected candidate will collaborate with the Business Development Officer and advisory team on strategic growth initiatives, focusing on prospecting and developing new client relationships while maintaining the firm's commitment to exceptional service. This position offers significant growth potential for a relationship-oriented professional who excels at building and nurturing client connections.
Key Responsibilities
- Strategic development and management of centers of influence (COIs) to generate qualified referrals
- Active cultivation of new client relationships through existing client networks and community engagement
- Growth of assets under management through expanded service offerings and referral opportunities
- Direct client relationship management and financial advisory services
- Implementation of sophisticated financial planning strategies for high-net-worth individuals
- Collaboration with professional partners including custodians, accountants, and estate attorneys
Ideal Candidate Profile
The Firm
Contact Information
Qualified candidates are invited to submit their credentials in confidence to Garry Executive Search. Please include a detailed resume and brief cover letter outlining your relevant experience.
For additional information or confidential discussion, please contact : Mark Garry / / mark@garryexecutivesearch.com / / 952-960-9347
Garry Executive Search is committed to diversity in the workplace and partners with organizations that share this commitment.
