Financial Advisor

Grimes

. Build and maintain trusted client relationships by understanding clients’ goals, financial priorities, risk tolerance, and evolving circumstances .

Posted 9/22/2026full-timeWestborough • Massachusetts • United StatesSeniorLead💰 $110,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in comprehensive financial planning, investment management, and wealth strategy, with a strong focus on building trusted client relationships and delivering fiduciary-level advice. Proficient in estate planning, tax considerations, and collaborating with internal specialists to meet client needs.

Highest-signal resume keywords

CFP® DesignationSeries 65 LicenseComprehensive Financial PlanningInvestment ManagementRelationship-Building Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ManagementRetirement PlanningEstate PlanningTax PlanningAsset AllocationInvestment StrategiesFiduciary-Level AdviceClient Discovery MeetingsCompliance Activities

Soft Skills

Excellent CommunicationPresentation SkillsOrganization SkillsFollow-Up SkillsSelf-Motivated

Certifications & Qualifications

CFP®Series 65 License

Industry Keywords

High-Net-Worth IndividualsWealth ManagementInvestment Policy StatementsFinancial ObjectivesClient RelationshipsMarket TrendsEconomic DevelopmentsRegulatory ChangesRequests for ProposalBusiness Development

About the role

Key responsibilities & impact

Build and maintain trusted client relationships by understanding clients’ goals, financial priorities, risk tolerance, and evolving circumstances
Serve as lead advisor to new and existing clients and act as the primary point of contact for ongoing planning and investment needs
Conduct client discovery meetings and gather information on income, expenses, insurance, tax considerations, estate plans, and financial objectives
Develop, implement, and update comprehensive financial plans, including retirement planning, investment management, estate and wealth transfer considerations, and related strategies
Consult with clients on asset allocation and investment strategies and maintain Investment Policy Statements and related planning documentation
Partner with Portfolio Managers and internal specialists across investments, retirement planning, insurance, tax, and estate planning
Identify opportunities to deepen existing relationships, cultivate referrals, network within the community, and develop new client opportunities
Communicate complex financial concepts through client meetings, phone calls, email, presentations, and other channels
Stay informed on market trends, economic developments, tax considerations, and regulatory changes
Complete required compliance activities and follow firm policies and procedures
Participate in Requests for Proposal and other business development activities involving retirement plans, endowments, or institutional relationships
Maintain organization, follow-up, and responsiveness in a fast-paced environment
Limited travel may be required
Perform other related duties as required

Requirements

What you’ll need

Bachelor’s degree required
10+ years of relevant experience as an Investment Adviser Representative (IAR), Financial Advisor, 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 working with high-net-worth individuals and families and delivering fiduciary-level advice
Strong understanding of comprehensive financial planning, investment management, retirement planning, and wealth strategy
Experience with estate planning, trusts, and/or tax planning is strongly preferred
Ability to work collaboratively with internal specialists while independently managing client relationships and responsibilities
Excellent communication, presentation, organization, and follow-up skills, with the ability to simplify complex financial concepts
Demonstrated relationship-building skills and a genuine desire to help clients achieve their financial goals
Resourceful, self-motivated, and comfortable taking initiative in a fast-paced environment

Benefits

Comp & perks

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
Bonus potential
Strong operational and planning support
Career growth opportunities
Collaborative team environment with dedicated internal specialists