About us Griggers Wealth Management is a family-owned business in Warner Robins, GA. Our firm operates on the principles of hard work, loyalty, quality, and personalized service. Our team has over 60 years of combined experience in multiple areas of finance.

Our Core Values:

Home-iness

• We create a workplace that feels like home: safe, supportive, and honest. We show home-iness by sharing openly, owning our vulnerabilities, and welcoming challenge as a path to growth. Above & Beyond
• We consistently go above and beyond our role to deliver outstanding results. We show this by being reliable, following through, and doing whatever is necessary to serve our teammates and clients. Serve First
• We put serving others at the center of how we work. We show a servant-minded approach by actively looking for ways to help teammates and our community, trusting that when we care for people, the results will follow. "If you take care of the people, the money takes care of itself." Stand Up For What's Right
• We make it our responsibility to stand up for what is right, especially on behalf of others. We show this by knowing our principles, speaking up clearly, and refusing to back down when integrity or people are at stake. The Position
• Investment Specialist We are seeking to hire an Investment Strategist to join our office.

The Investment Strategist position focuses on four primary responsibilities: Executing the

Investment Management Process:

This process involves meeting with potential clients, discussing their goals and concerns, proposing investment portfolios, and implementing the investment portfolios. While beginning with a minimal role in the Process, the Investment Strategist role is expected to expand to cover the entirety of this Process.

Research:

The Investment Strategist will be responsible for researching various stocks, bonds, mutual funds, exchange-traded funds, and other investments. The Investment Specialist will meet with wholesalers and develop important relationships with investment companies and their representatives. This research will be shared internally as necessary with other members of the Wealth Management Team.

Modelling & Investment Allocation:

The Investment Strategist will be responsible for preparing recommendations based on current models, improving current models, implementing investment recommendations through allocating within and outside of models, as well as handling money-related tasks with Client Operations Team members.

Client Engagement:

The Investment Specialist will be responsible for providing regular communication with clients on investment strategy changes, macro-economic trends, and investment account updates. Updates may be provided through letters, emails, newsletters, phone calls, social media updates, or other approved platforms as necessary. Commentaries and presentation materials may be needed for prospects, clients, or outside entities.

Qualifications & Requirements Education:

Bachelor's of Business Administration in Finance or other similar degree preferred

Certifications & Designations:

Series 6 and 63; 7 and 65 or 66 preferred; Designations representing knowledge in the field preferred

Experience:

2-5 years experience in the industry preferred

Technical Skills:

Familiarity with the basics of financial analysis, investment portfolio construction, history working with broker/dealer investment industry, or other relevant skillset preferred

Job Type:

Full-time Pay:

$45,000.00

• $50,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan Vision insurance

Physical Setting:

Office Application Question(s): Can you reliably work 8:30am

• 5:00pm Monday
• Friday?

Education:

Bachelor's (Preferred)

License/Certification:

Financial Services Designation (Preferred) FINRA License (Preferred)

Location:

Warner Robins, GA 31088 (Preferred)

Work Location:

In person