Financial Advisor II at Grimes & Company Wealth Management, LLC

Westborough, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

0.0

Posted On

24 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationships, Financial Planning, Investment Management, Communication Skills, Organizational Skills, Results Driven, Data Analysis, CRM Management, Team Collaboration, Fiduciary Service, Financial Software, Investment Products, Retirement Planning, Process Improvement, Client Service, Planning Recommendations

Industry

Investment Management

Description

Description Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add a Financial Advisor II to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role We are seeking a Financial Advisor II (CFP® or actively pursuing the designation) to join our team and support a lead Financial Advisor in servicing an existing client base. This is an excellent opportunity for an individual who wants to grow in the financial planning profession, gain hands-on experience working directly with clients, and work within a collaborative RIA environment. You will have the support of a team of specialists across investment management, financial and retirement planning, and insurance, allowing you to deliver holistic, personalized advice that makes a lasting impact. If you’re passionate about building meaningful client relationships, providing exceptional service, and helping clients navigate complex financial decisions, we want to hear from you. Key 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. Requirements Bachelor’s degree required 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. 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. Benefits We offer a comprehensive benefits package including: 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 Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!

Responsibilities

The Financial Advisor II will support the management and service of client relationships, acting as a secondary point of contact for inquiries and routine requests. They will also prepare for client meetings, gather and analyze client data, and assist with planning recommendations and follow-up actions.