Garry Executive Search

Wishing you a very Happy Thanksgiving from the whole team at Garry Executive Search!

🔹 Financial Advisor Opportunity – Central NJ 🔹 Are you a skilled financial advisor with 3-10 years of experience looking for a dynamic role with a highly respected, fee-only RIA? Garry Executive Search is recruiting on behalf of a premier wealth management firm in central New Jersey. This is an exciting opportunity to work directly with clients on investment management, financial planning, and wealth management strategies. What You’ll Do: In this role, you’ll begin by assisting senior team members on key projects like financial projections, estate planning, investment strategy, and insurance planning. You’ll also have client interaction right from the start and, over time, will transition to being the primary contact for a select group of clients, providing insights on topics like: - Investment portfolios, market conditions, and economic trends. - Financial projections, including retirement and college planning. - Estate planning needs Who We’re Looking For: - Education: Bachelor’s degree with a strong academic record. - Certification: CFP designation required. - Experience: 3-10 years in a relevant role with a focus on client service and financial planning. - Skills: Proficiency in Microsoft Office, experience with eMoney, Tamarac, Salesforce (or similar), excellent communication and writing skills, and a keen eye for detail. What You’ll Gain: This firm offers competitive compensation, a generous 401(k) match, comprehensive medical and dental benefits, an employee stock ownership program, and daily lunch perks! Enjoy a supportive, business-casual work environment, a hybrid schedule (two days remote), and the chance to grow within a company recognized as one of NJ’s Best Places to Work by NJBiz. About the Firm: This RIA specializes in managing high-net-worth client portfolios with a commitment to conflict-free, personalized service. Their team consists of MBA, CFA®, CFP®, and CIMA® professionals dedicated to client success. Ready to elevate your financial advising career with a firm that values both innovation and client relationships? Apply now or reach out to Garry Executive Search for more information! #FinancialAdvisor #WealthManagement #Hiring #FinancialPlanning #InvestmentManagement #CentralNJ

Expressing gratitude to our Veterans barely captures the depth of what we owe them. These men and women chose to serve our country with unparalleled selflessness. Today, take a moment to thank the Veterans in your life for the sacrifices they’ve made to protect the freedoms we hold dear.

Let's talk interview prep. One of the most overlooked yet crucial parts to the interview process. While an interview seems pretty basic ... there are certainly some best practices to follow and items to have prepared prior. Think about it ... how often do we actually interview? I like to remind my candidate that it's simply a conversation with a purpose ... you're interviewing them just as much as they're interviewing you. It's a two-way street. In preparing for the interview, I like to help my candidates stick to the basics and do them well: ✅ Do’s 1. Research the Company: Understand their mission, values, and recent projects. Show you’re genuinely interested in the role and how you can contribute to their goals. 2. Prepare Relevant Examples: Be ready with specific stories that showcase your skills, accomplishments, and how you handle challenges. Use the STAR method (Situation, Task, Action, Result) for clear, impactful answers - the STAR method is fantastic interview hack. 3. Ask Thoughtful Questions: Demonstrate curiosity by asking about team dynamics, growth opportunities, or recent changes in the company. It shows you're engaged and proactive. 4. Practice Your Responses: Rehearse common questions out loud. This will help you sound confident and polished without seeming over-rehearsed. 5. Do dress for success; business attire, maintain eye contact, give a firm handshake. If over the phone, be in a quiet place and prepared for a call. Be no more than 10 minutes early to the face to face meeting. 6. Do take notes, ask questions and be an active listener. Bring at least 2 copies of your resume to the meeting with you. 7. Do express that you are interested in the position either during or at the end of the interview, if in fact you are. 8. Send an email thank you following the interview and be sure to express that you have interest in the position.   🚫 Don’ts 1. Don’t Speak Negatively About Past Employers: Keep it positive or neutral, focusing on what you learned and how you grew from past experiences. 2. Don’t Memorize a Script: Interviews should be conversational. Instead of memorizing, focus on understanding the main points you want to communicate. 3. Don’t Forget to Follow Up: Send a thank-you email within 24 hours. It’s a simple gesture that shows professionalism and appreciation (notice I have this one listed twice?). 4. Don’t Overlook Body Language: Make eye contact, sit up straight, and avoid crossing your arms. Non-verbal cues can make a big difference in how you’re perceived! Mastering these simple tips can help you walk into your interview feeling prepared, confident, and ready to make a great impression. Good luck! #InterviewPrep #CareerTips #JobSearch #InterviewSuccess #ProfessionalGrowth #GarryExecutiveSearch

Garry Executive Search is thrilled to share several incredible openings for talented advisors in key markets. If you’re passionate about helping clients achieve their financial goals and looking to grow your career in a supportive, client-centered environment, one of these roles could be the perfect fit: 🔹 Wealth Management Advisor – Phoenix Area, AZ 🔹 Wealth Management Advisor – Tampa Bay Area, FL 🔹 Associate Financial Advisor – Minneapolis/St. Paul Area, MN 🔹 Associate Financial Advisor – Charlotte, NC Area If you or someone you know is interested in learning more, let’s connect! Reach out to mark@garryexecutivesearch.com to discuss these opportunities and take the next step in your career. #Hiring #WealthManagement #FinancialAdvisor #CareerOpportunities #PhoenixJobs #TampaJobs #MinneapolisJobs #CharlotteJobs #GarryExecutiveSearch

I was reminded today of an analogy from a financial advisor candidate I worked with a few years back. He likened the stock market to a kid going up an escalator playing with a yo-yo – a vivid image, isn't it? The job market mirrors this analogy. It experiences growth in the long term but also encounters ups and downs along the way. Undeniably, the current job market is challenging. What you read in the headlines may not align with the actual situation on the ground. Despite the current downturn, it's crucial to remember that just like the yo-yo, the market will bounce back up. Looking ahead, I foresee a much brighter 2025 on the horizon. #JobMarket #2025Outlook

Looking to take the next step in your wealth management career? Garry Executive Search is your trusted partner for career growth in this dynamic industry. Whether you're an experienced advisor or a rising leader, we specialize in placing top talent with firms that value integrity, innovation, and client-first thinking. Our relationships with leading firms mean we can connect you to exclusive opportunities that align with your goals. Reach out to discover your next great role! #CareerGrowth #WealthManagementJobs #FinancialAdvisors #ExecutiveSearch #JobOpportunities #GarryExecutiveSearch

In wealth management, success is about more than just numbers—it’s about relationships. At Garry Executive Search, we focus on recruiting professionals who understand how to build long-lasting client connections. 💼🤝 Our candidates are skilled at managing portfolios and developing trust. We match firms with advisors who have a proven track record of client satisfaction and growth. If you're looking to expand your team with high-caliber talent, we’re here to make that happen. Let’s talk about your recruiting needs and how we can help you grow. #ClientFocused #WealthManagementRecruiting #AdvisorSuccess #HiringSolutions #RecruitingExperts #GarryExecutiveSearch

The financial advising landscape is evolving, and so are the skills required to thrive in this space. From regulatory changes to shifting client expectations, it’s essential to have the right team in place. That’s where Garry Executive Search comes in. Our tailored approach helps firms navigate the complexities of finding advisors who not only meet today’s challenges but are also prepared for tomorrow’s opportunities. With almost 10 years of direct industry experience, we understand the nuances of this industry, which means we can connect you with professionals who offer more than just technical know-how—they bring leadership, vision, and client trust. Partner with us to build a team ready for the future. 🌟 #FinancialAdvisors #RecruitmentServices #WealthManagementTalent #ExecutiveRecruiting #ClientFirst #FinancialPlanning