Grimes

Financial Planning and Analysis

• Participate in a planned succession process with a retiring Financial Advisor
• Build and maintain trusted client relationships by understanding clients' goals, risk tolerance, and financial priorities
• Guide clients through retirement planning, investment management, estate considerations, and wealth preservation strategies
• Partner closely with internal experts across investments, retirement planning, and insurance
• Drive organic growth by cultivating referrals, expanding existing client relationships, and developing new client opportunities
• Stay informed on market trends, economic developments, and regulatory changes

Financial Advisor – Succession Opportunity