Grimes & Company · 14 hours ago
Financial Advisor II
Westborough,MA,US
Full-time
Hybrid
Entry, Mid Level
2+ years expGrimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts. They are looking to add a Financial Advisor II to support a lead Financial Advisor in servicing an existing client base and providing holistic, personalized financial advice.
BankingFinancial ServicesInsurance
Responsibilities
Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests
Prepare for and participate in client meetings, including agendas, financial plan updates, and follow-up summaries
Gather, analyze, and input client data into financial planning software; update and maintain comprehensive financial plans
Assist the lead advisor with planning recommendations, implementation, and follow-up on action items
Prepare client reports, investment reviews, and performance summaries
Maintain CRM records, workflows, and task lists to ensure timely and accurate client service
Assist with practice management initiatives, process improvements, and ongoing projects to enhance client experience
Qualification
Required
Bachelor's degree required
Experience in managing client relationships and delivering fiduciary-level 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
Two years of experience working as Investment Adviser Representative (IAR) preferred
CFP® designation, or work towards this designation, highly preferred
Experience working with Money Guide Pro 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
Flexible hybrid work schedule
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