Financial Advisor – Succession Opportunity

Grimes

Financial Advisor managing high-net-worth client relationships at Grimes & Company Wealth Management. Engaging in succession planning and delivering customized financial strategies within a collaborative team.

Posted 6/9/2026full-timeWestborough • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree required
Minimum 4+ years of experience as an Investment Adviser Representative (IAR) required
CFP® designation strongly preferred
Series 65 license preferred
Experience working with high-net-worth clients and delivering fiduciary-level advice
Strong understanding of financial planning, investment management, and wealth strategy
Excellent communication skills with the ability to simplify complex financial concepts
Relationship-driven, highly organized, and collaborative mindset
Successful completion of background and credit check

Benefits

Comp & perks

401(k) with company match
Medical, dental, and vision insurance
Flexible spending accounts
Life and disability insurance
Paid time off and parental leave
Flexible hybrid work schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment managementwealth strategyfiduciary-level adviceretirement planningestate considerationswealth preservation strategies

Soft Skills

communication skillsrelationship-drivenhighly organizedcollaborative mindset

Certifications

CFP® designationSeries 65 license