Senior Financial Advisor - High-Net-Worth (Hybrid)

Grimes & Company; Westborough (MA); Hybrid; USD 110,000 - 200,000; Full time

Benefits offered by this job

Hybrid work flexibility

Career growth opportunities

Strong support from internal experts

Job summary

Grimes & Company Wealth Management is seeking an experienced Financial Advisor to serve high-net-worth individuals and families across the country, delivering comprehensive financial planning and investment guidance. The role emphasizes independent work within a collaborative advisory team and requires 10+ years of industry experience.

The advisor will lead client relationships, develop long-term planning strategies, and work with internal specialists to provide coordinated wealth management

Qualifications

• Bachelor’s degree required
• 10+ years of relevant experience as an Investment Adviser Representative or in a comparable wealth management role
• CFP® designation strongly preferred
• Series 65 license required or ability to obtain within the required timeframe
• Extensive experience with high-net-worth individuals and families and fiduciary-level advice
• Strong understanding of financial planning, investment management, retirement planning, and wealth strategy
• Experience with estate planning, trusts, and/or tax planning preferred
• Ability to work collaboratively with internal specialists while independently managing client relationships

Responsibilities

• Build and maintain trusted client relationships by understanding goals, priorities, risk tolerance, and evolving circumstances
• Lead advisor to new and existing clients, providing high-level service and ongoing planning and investment needs
• Conduct discovery meetings to gather information for comprehensive financial plans
• Develop, implement, and update comprehensive financial plans including retirement, investment, estate, and wealth transfer strategies
• Advise on asset allocation and investment strategies while maintaining Investment Policy Statements
• Collaborate with Portfolio Managers and internal specialists to deliver coordinated wealth management solutions
• Identify opportunities to deepen relationships and develop new client opportunities
• Explain complex financial concepts clearly in client meetings, calls, and presentations
• Stay informed on market trends, tax considerations, and regulatory changes with fiduciary compliance
• Perform compliance activities and follow firm policies; participate in RFPs and business development
• Maintain organization, follow-up, and responsiveness in a fast-paced environment
• Limited travel may be required
• Perform other related duties as required

Skills

Relationship-building

Communication

Financial planning

Independent work

Collaboration

Education

Bachelor’s degree

CFP designation

Series 65 license

Tools

N/A

Job description

Grimes & Company Wealth Management is seeking an experienced Financial Advisor to serve high-net-worth individuals and families across the country, delivering comprehensive financial planning and investment guidance. The role emphasizes independent work within a collaborative advisory team and requires 10+ years of industry experience.

The advisor will lead client relationships, develop long-term planning strategies, and work with internal specialists to provide coordinated wealth management