FINANCIAL ADVISOR: Grimes & Company: Westborough MA
Description
The Financial Advisor will assist families, individuals, and institutions in identifying financial goals, then work with our portfolio management team to design investment allocations and determine strategy selections to meet those needs, and manage ongoing client relationships. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization and organization. Industry experience is required.
Specific duties include but are not limited to:
Serve as lead advisor to new and existing clients of the firm
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other suitable information needed to develop a financial plan
Manage client relationships, providing the highest level of service and support
Speak with clients over the phone, via email and in person at regular review meetings
Work with clients to develop a financial plan and create an Investment Policy Statement
Consult with clients about their allocations and investment strategies as they evolve over time
Maintain a high level of organization during a busy work day
Prepares Investment Policy Statement for client portfolios and reviews investment strategy decisions with the firm’s Portfolio Managers
Prepares financial plans for existing clients using the firm’s financial planning software
Explain to clients the financial advisor’s responsibilities and the types of services to be provided
Contact clients periodically to determine any changes in their financial status
Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks.
Perform other related duties as required
Skills
Possess a true desire to help others achieve their financial goals
Possess strong time management and organizational skills
Dedicated team player with strong follow up, communication, and presentation skills
Education, Training & Experience
Bachelors degree in accounting, finance, economics, or related field is required
Certified Financial Planner designation preferred but not required
At least three years of relevant industry experience required
Email advisors@grimesco.com with your resume and any additional information.
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