About this role
Grimes & Company Wealth Management, LLC - Financial Advisor at Grimes & Company Wealth Management, LLC. Location: Dallas, Texas, United States. Role: build relationships, deliver strategies, partner with internal experts Requirements: Bachelor’s degree required; 5+ years as an IAR; CFP preferred; Series 65 preferred; strong client relationships and financial planning skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English