Sales Coordinator responsible for equipment finance transactions; providing support and ensuring compliance across documentation processes. Working with clients and internal teams to complete transactions accurately and timely.
About the role
- Financial Advisor II supporting a lead advisor in managing client relationships at Grimes & Company Wealth Management. Focusing on financial planning and personalized client service with a dedicated team.
Responsibilities
- Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests.
- Prepare for and participate in client meetings, including agendas, financial plan updates, and follow-up summaries.
- Gather, analyze, and input client data into financial planning software; update and maintain comprehensive financial plans.
- Assist the lead advisor with planning recommendations, implementation, and follow-up on action items.
- Prepare client reports, investment reviews, and performance summaries.
- Maintain CRM records, workflows, and task lists to ensure timely and accurate client service.
- Assist with practice management initiatives, process improvements, and ongoing projects to enhance client experience.
Requirements
- Bachelor’s degree required
- Two years of experience working as Investment Adviser Representative (IAR) preferred.
- CFP® designation, or work towards this designation, highly preferred.
- Experience working with Money Guide Pro highly preferred.
- FINRA Series 65 license preferred but not required.
- Experience in managing client relationships and delivering fiduciary-level 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.
Benefits
- 401(k) retirement plan
- 401(k) match
- Health insurance
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Life insurance
- Disability insurance
- Paid time off
- Parental leave
- Flexible hybrid work schedule
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