Associate Financial Advisor

Garry Executive Search is proud to represent a rapidly growing and highly successful Registered Investment Advisory (RIA) firm managing approximately $2B in assets and on a clear trajectory toward $10B. This firm has built a powerful client acquisition engine through multiple inbound channels, allowing advisors to focus exclusively on serving clients and deepening relationships.

They are seeking an Associate Financial Advisor (Service Advisor) to join their team in a client-facing, relationship-driven role. This is an ideal opportunity for an advisor who enjoys working directly with clients, delivering financial planning, and operating within a high-performance environment without the pressure of prospecting or business development.

Role Overview:

In this role, you will serve as the primary relationship manager for an established book of clients, delivering a high-touch, white-glove experience. You will partner closely with senior leadership, who drive new client acquisition, while you focus on ongoing planning, communication, and retention.

This is a true “farmer” role designed for advisors who thrive in relationship management, not sales.

Key Responsibilities:

• Serve as the primary point of contact for approximately 200 to 250 client households
• Deliver ongoing financial planning and advice across retirement, investment, tax, and estate considerations
• Build and maintain strong, long-term client relationships through proactive communication
• Conduct client meetings, reviews, and planning discussions
• Collaborate with senior advisors and internal team members to execute client strategies
• Ensure a high level of responsiveness, organization, and follow-through across all client interactions
• Support client retention and overall client experience initiatives
• Maintain compliance with regulatory standards and firm best practices

Qualifications:

• 3 to 7 years of experience in wealth management or financial planning
• Strong client-facing experience and relationship management skills
• Series 65 or 66 required
• CFP® designation strongly preferred or actively pursuing
• Experience working with high-net-worth clients preferred
• Excellent communication, organization, and interpersonal skills
• Ability to manage a high volume of client relationships effectively

No Prospecting Required

Plug into a firm with a fully built, high-performing inbound lead engine so you can focus entirely on client service.

Defined Role and Structure

Clear separation between business development and service advisors, creating efficiency and focus.

Growth Opportunity

Flexibility to evolve into different paths over time, including relationship management or business development tracks.

High-Performance Environment

Work within a fast-paced, accountability-driven culture alongside a motivated and ambitious team.

Compensation and Benefits

• Base salary: $65,000 to $125,000 depending on experience
• Performance-based bonus
• Comprehensive benefits package including health insurance and 401(k)

Work Environment:

• Full-time, in-office role in a high-end, professional setting
• Collaborative, team-oriented culture with strong expectations around performance and growth
• Fast-paced environment with significant opportunity for advancement

If you are a relationship-driven financial advisor looking to step into a role where you can focus on serving clients, not chasing them, Garry Executive Search invites you to apply.

Please submit your resume via LinkedIn or email to mark@garryexecutivesearch.com.

Garry Executive Search is dedicated to providing exceptional recruiting services within the wealth management industry. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.