What are the responsibilities and job description for the Financial Advisor position at Grimes & Company?
Description
Financial Advisor | High Net Worth Clients | Regional Growth Opportunity
Join a Growing, Client-First Wealth Management Firm
Grimes & Company Wealth Management is an independent Registered Investment Advisory (RIA) firm serving high-net-worth individuals and families across the country. Recently recognized as one of the 2025 Best RIAs to Work For, we are continuing to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team.
This is an opportunity to work in a client-focused, fiduciary environment where advisors are supported by in-house specialists across investment management, financial planning, retirement planning, and insurance. Our advisors spend less time navigating operational hurdles and more time building meaningful client relationships and delivering thoughtful advice that makes a lasting impact.
If you are passionate about comprehensive financial planning, relationship management, and helping clients navigate complex financial decisions, we would love to connect with you.
What You'll Do
What We’re Looking For
We offer competitive compensation with bonus potential, along with a comprehensive benefits package that includes:
Join Our Team
If you are a motivated advisor looking to grow your career in a collaborative, client-centered environment, we encourage you to apply and learn more about Grimes & Company Wealth Management.
Financial Advisor | High Net Worth Clients | Regional Growth Opportunity
Join a Growing, Client-First Wealth Management Firm
Grimes & Company Wealth Management is an independent Registered Investment Advisory (RIA) firm serving high-net-worth individuals and families across the country. Recently recognized as one of the 2025 Best RIAs to Work For, we are continuing to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team.
This is an opportunity to work in a client-focused, fiduciary environment where advisors are supported by in-house specialists across investment management, financial planning, retirement planning, and insurance. Our advisors spend less time navigating operational hurdles and more time building meaningful client relationships and delivering thoughtful advice that makes a lasting impact.
If you are passionate about comprehensive financial planning, relationship management, and helping clients navigate complex financial decisions, we would love to connect with you.
What You'll Do
- 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.
What We’re Looking For
- Bachelor’s degree required
- Minimum 4 years of experience as an Investment Adviser Representative (IAR) required
- CFP® designation strongly preferred
- Series 65 license preferred
- 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
- Client-first fiduciary culture
- Collaborative team environment with dedicated internal specialists
- Opportunity to work with sophisticated, high-net-worth clients
- Hybrid work flexibility
- Strong operational and planning support
- Career growth opportunities within a nationally recognized RIA
- Firm culture that values professionalism, teamwork, and long-term client relationships
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
Join Our Team
If you are a motivated advisor looking to grow your career in a collaborative, client-centered environment, we encourage you to apply and learn more about Grimes & Company Wealth Management.
Salary : $110,000 - $200,000