Financial Advisor

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.

About the Role - Candidates must be local to Orlando, Florida.

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.

Key Responsibilities

• 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.

• Bachelor’s degree required;
• Minimum of 4 years of experience as an Investment Adviser Representative (IAR) required;
• CFP® designation highly preferred;
• 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.
• 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

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!