Financial Advisor

Grimes & Company; Denver (CO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Vision insurance

Paid time off

Parental leave

Job summary

Grimes & Company is seeking an experienced Financial Advisor for its Denver office. The ideal candidate will bring a minimum of 5 years of experience as an Investment Adviser Representative, with a strong background in managing client relationships and delivering tailored investment strategies. This role offers the opportunity to work collaboratively with internal specialists to provide comprehensive financial solutions that truly impact clients’ lives. A competitive benefits package is also provided, including health insurance and 401(k) matching.

Qualifications

• Minimum of 5 years of experience as an Investment Adviser Representative (IAR) required.
• FINRA Series 65 license preferred but not required.
• Strong knowledge of investment products, markets, and financial planning principles.

Responsibilities

• Build and maintain strong relationships with our valued clients.
• Deliver customized financial and investment strategies.
• Partner with internal experts in financial planning and investments.

Skills

Client relationship management

Investment strategies

Communication skills

Financial planning

Job 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 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 Denver, Colorado.

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.

Requirements

• Minimum of 5 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.
• Successful completion of a background and credit check.

We offer a comprehensive benefits package including:

• 401(k) match
• Health 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!