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 at Grimes & Company providing tailored investment and wealth management strategies. Collaborating with internal team to deliver comprehensive financial solutions for high-net-worth clients.
Responsibilities
- Build and maintain strong relationships with our valued clients, understanding their goals, risk tolerance, and financial priorities.
- Deliver customized financial and investment strategies that align with clients’ long-term objectives.
- Partner with internal experts in financial planning, investments, and insurance
- Identify opportunities to grow client relationships and attract new business through referrals and networking.
- Stay current on market trends, regulations, and industry developments, communicating insights to clients.
- Ensure all client interactions and records meet compliance and fiduciary standards.
Requirements
- Bachelor’s degree required
- Minimum of 4 years of experience as an Investment Adviser Representative (IAR) required
- CFP® designation highly preferred
- FINRA Series 65 license preferred but not required
- Proven success in managing client relationships and delivering exceptional 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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