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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored investment strategies and ongoing support.
- Company: Grimes & Company is a leading Registered Investment Advisory firm in Metrowest.
- Benefits: Enjoy a full-time role with opportunities for growth and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a dynamic industry.
- Qualifications: 3+ years of experience in finance, a Bachelor's degree, and strong communication skills required.
- Other info: Training provided; ideal for those passionate about helping others with their finances.
The predicted salary is between 36000 - 60000 £ per year.
Established Metrowest Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in identifying financial goals, work with our portfolio management team to design investment allocations and determine strategy selections to meet those needs, and manage ongoing client relationships.
Responsibilities
- 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.
- Prospect and cultivate the expansive opportunities offered by our existing referral networks and pipelines.
- Inform, educate, and solicit investment consultants who refer clients to our firm.
- 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.
- Prepare Investment Policy Statement for client portfolios and review investment strategy decisions with the firm's Portfolio Managers.
- Prepare 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.
- Limited travel may be required.
- Perform other related duties as required.
Requirements
- 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.
- Being aware of others' reactions and understanding why they react as they do.
- Ability to adjust actions in relation to others' actions.
Education, Training & Experience
- 3+ years of relevant industry experience required.
- Bachelor's degree required.
- Certified Financial Planning designation is preferred but not required.
- FINRA Series 66 license preferred but not required.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Investment Management
Financial Advisor employer: Grimes & Company
Contact Detail:
Grimes & Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the finance industry, especially those who are already working as financial advisors. Attend local finance-related events or join online forums to connect with potential mentors and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools that are commonly used in the industry. Being proficient in these tools can set you apart from other candidates and show your commitment to staying current.
✨Tip Number 3
Develop strong communication skills by practising how to explain complex financial concepts in simple terms. This will help you build rapport with clients and demonstrate your ability to serve their needs effectively.
✨Tip Number 4
Research Grimes & Company thoroughly to understand their values, services, and client base. Tailoring your approach to align with their mission can make a positive impression during interviews and discussions.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Advisor at Grimes & Company. Familiarise yourself with their approach to client relationships and financial planning.
Tailor Your CV: Highlight your relevant experience in finance and client management. Emphasise any specific skills that align with the job description, such as time management, communication, and organisational skills.
Craft a Compelling Cover Letter: Use your cover letter to express your passion for helping clients achieve their financial goals. Mention your understanding of the firm's values and how your background makes you a great fit for the role.
Showcase Relevant Qualifications: If you have certifications like Certified Financial Planning or a FINRA Series 66 license, be sure to mention these in your application. Even if they are preferred but not required, they can set you apart from other candidates.
How to prepare for a job interview at Grimes & Company
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Financial Advisor at Grimes & Company. Familiarise yourself with their approach to client relationships and investment strategies, as this will help you tailor your responses to align with their expectations.
✨Showcase Your Communication Skills
As a Financial Advisor, strong communication is key. During the interview, demonstrate your ability to explain complex financial concepts in simple terms. Use examples from your past experiences where you successfully communicated with clients or colleagues.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Prepare by thinking of specific situations where you had to develop a financial plan or handle a challenging client relationship, and be ready to discuss your thought process and outcomes.
✨Highlight Your Team Player Attitude
Grimes & Company values collaboration, so be sure to highlight your experience working in teams. Share examples of how you've contributed to team success, especially in contexts related to finance and client service, to show that you're a dedicated team player.
