Financial Advisor II

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 - candidates must be local to the Dallas/Fort Worth area.

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!

Salary Description

$100,000-$130,000 per year