Grimes & Company · 2 hours ago
Financial Advisor
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $200K/yr
4+ years expGrimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are seeking an experienced Financial Advisor to provide tailored investment and wealth management strategies while collaborating with an internal advisory team to deliver comprehensive financial solutions.
BankingFinancial ServicesInsurance
Responsibilities
Build and maintain strong relationships with our valued clients, understanding their goals, risk tolerance, and financial priorities
Deliver customized financial and investment strategies that align with clients’ long-term objectives
Partner with internal experts in financial planning, investments, and insurance
Identify opportunities to grow client relationships and attract new business through referrals and networking
Stay current on market trends, regulations, and industry developments, communicating insights to clients
Ensure all client interactions and records meet compliance and fiduciary standards
Qualification
Required
Bachelor's degree
Minimum of 4 years of experience as an Investment Adviser Representative (IAR)
Proven success in managing client relationships and delivering exceptional service
Strong knowledge of investment products, markets, and financial planning principles
Exceptional communication skills with the ability to simplify complex financial concepts
Highly organized, client-focused, and results-driven
Successful completion of a background and credit check
Preferred
CFP® designation highly preferred
FINRA Series 65 license preferred but not required
Benefits
401(k) retirement plan
401(k) match
Health insurance
Dental insurance
Vision insurance
Flexible spending accounts
Life insurance
Disability insurance
Paid time off
Parental leave
Company
Grimes & Company
Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2025-02-19Private Equity
Leadership Team
Kevin Grimes
President | Chief Investment Officer
Company data provided by crunchbase