Financial Advisor

About the Role

Key Responsibilities

• Build and maintain trusted client relationships by understanding clients' goals, financial priorities, risk tolerance, and evolving circumstances, while delivering thoughtful advice aligned with their long-term objectives.
• Serve as lead advisor to new and existing clients, providing a high level of service and acting as a primary point of contact for ongoing planning and investment needs.
• Conduct client discovery meetings and gather information on income, expenses, insurance, tax considerations, estate plans, financial objectives, and other relevant factors needed to develop and maintain comprehensive financial plans.
• Develop, implement, and update comprehensive financial plans, including retirement planning, investment management, estate and wealth transfer considerations, and other strategies designed to help clients achieve their goals.
• Consult with clients on asset allocation and investment strategies as their goals, circumstances, and market conditions evolve, and maintain Investment Policy Statements and related planning documentation.
• Partner closely with Portfolio Managers and internal specialists across investments, retirement planning, insurance, tax, estate planning, and other areas to deliver coordinated wealth management solutions and exceptional client service.
• Proactively identify opportunities to deepen existing relationships, cultivate referrals, network within the community, and develop new client opportunities that contribute to the continued growth of the firm.
• Communicate complex financial concepts clearly and confidently through regular client meetings, phone calls, email, presentations, and other appropriate channels.
• Stay informed on market trends, economic developments, tax considerations, and regulatory changes, and communicate relevant information to clients while maintaining the highest standards of fiduciary responsibility and compliance.
• Complete required compliance activities, respond to the Chief Compliance Officer and other compliance personnel as requested, and follow all firm policies and procedures.
• Participate in Requests for Proposal and other business development activities, including opportunities involving retirement plans, endowments, or other institutional relationships, as appropriate.
• Maintain a high level of organization, follow-up, and responsiveness in a fast-paced environment.
• Limited travel may be required.
• Perform other related duties as required.

What We’re Looking For

Why Advisors Join Grimes & Company

Compensation & Benefits

• We offer competitive compensation with bonus potential, along with a comprehensive benefits package that includes:
• 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

Salary Range

• $110,000 – $200,000 annually, based on experience and qualifications.

Join Our Team