Senior Wealth Advisor — HNW Planning (Hybrid)

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

Benefits offered by this job

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

Job summary

Grimes & Company Wealth Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role focuses on developing long-term relationships, delivering comprehensive financial planning, and guiding investment decisions with fiduciary care.

You will work independently while collaborating with internal specialists and the broader advisory team, leveraging your industry experience to provide premier client service in a

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in wealth management or related field.
• CFP designation strongly preferred; Series 65 license required or obtainable.

Responsibilities

• Build and maintain trusted client relationships by understanding goals, risk tolerance, and circumstances.
• Lead advisor for new and existing clients, delivering planning and investment guidance.
• Develop and update comprehensive financial plans including retirement, estate, and wealth transfer strategies.
• Coordinate with Portfolio Managers and internal specialists to deliver integrated wealth management solutions.
• Identify opportunities to deepen relationships, cultivate referrals, and grow the client base.

Skills

Client relationships

Financial planning

Communication

Self-motivated

Team collaboration

Education

Bachelor's degree

Job description

Grimes & Company Wealth Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role focuses on developing long-term relationships, delivering comprehensive financial planning, and guiding investment decisions with fiduciary care.

You will work independently while collaborating with internal specialists and the broader advisory team, leveraging your industry experience to provide premier client service in a