About this role
Grimes & Company Wealth Management, LLC - Financial Advisor at Grimes & Company Wealth Management, LLC. Location: Phoenix, Arizona, United States. Role: Lead advisor, Interview clients, Manage relationships Requirements: 4+ years of relevant industry experience; bachelor's degree required; 3+ years as an Investment Adviser Representative; CFP and FINRA Series 66 are preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: certified financial planner (cfp), finra series 66 Commitment: Full Time Workplace: Onsite Languages: English