Financial Advisor

Join to apply for the Financial Advisor role at Grimes & Company

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 an experienced Financial Advisor 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.

Candidates local to Orlando, Florida are encouraged to apply.

As a Financial Advisor at Grimes & Company you will serve as a trusted partner, providing tailored investment and wealth management strategies while collaborating with our internal advisory team to deliver comprehensive financial solutions. You will have the support of a collaborative 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.

• 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 with internal experts in financial planning, investments, and insurance
• Identify opportunities to grow client relationships and attract new business through referrals and networking.
• Stay current on market trends, regulations, and industry developments, communicating insights to clients.
• Ensure all client interactions and records meet compliance and fiduciary standards.
• Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long‑term financial goals.

• Minimum of 4 years of experience as an Investment Adviser Representative (IAR)
  required
• FINRA Series 65 license preferred but not required
• Proven success in managing client relationships and delivering exceptional 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.

• 401(k) match
• Health insurance
• Vision insurance
• Flexible spending accounts
• Life insurance
• Disability insurance
• Paid time off
• Parental leave

• 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!

$110,000-$200,000 per year

Mid‑Senior level

Full‑time

Finance and Sales

Investment Management

Referrals increase your chances of interviewing at Grimes & Company by 2x

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