Note: The job is a remote job and is open to candidates in USA. Grimes & Company Wealth Management is an independent Registered Investment Advisory firm serving high-net-worth individuals and families. They are seeking an experienced Financial Advisor to build and maintain strong client relationships while delivering customized financial and investment strategies.
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 closely with internal experts across investments, retirement planning, and insurance to deliver comprehensive wealth management solutions
- Help clients navigate retirement planning, investment strategy, estate considerations, and long-term wealth preservation
- Identify opportunities to deepen client relationships and contribute to the continued growth of the firm through referrals and networking
- Stay informed on market trends, economic developments, and regulatory changes while communicating relevant insights to clients
- Maintain the highest standards of fiduciary responsibility, compliance, and client care
Skills
- Bachelor's degree required
- Minimum 4+ years of experience as an Investment Adviser Representative (IAR) required
- Experience working with high-net-worth clients and delivering fiduciary-level advice
- Strong understanding of financial planning, investment management, and wealth strategy
- Excellent communication skills with the ability to simplify complex financial concepts
- Relationship-driven, highly organized, and collaborative mindset
- CFP® designation strongly preferred
- Series 65 license preferred
Benefits
- 401(k) with company match
- Medical, dental, and vision insurance
- Flexible spending accounts
- Life and disability insurance
- Paid time off and parental leave
- Flexible hybrid work schedule
Company Overview