Collaborative Wealth Planning Associate

Grimes & Company; Westborough, Northern (MA, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Grimes & Company Wealth Management, LLC seeks a Financial Planning and Advisory Associate with 3–5 years of experience to join our centralized Financial Planning team.

You will collaborate with Financial Advisors to develop comprehensive plans across retirement, investments, tax, estate planning, insurance, education funding, and client relationships, delivering coordinated advice and exceptional service.

Qualifications

• 3 to 5 years of financial planning, wealth management, or advisory experience.

Responsibilities

• Collaborate with the Financial Planning team to gather data and develop comprehensive plans.
• Analyze client information and prepare planning recommendations across retirement, investments, tax, estate planning, insurance, education funding.
• Develop, maintain, and update financial plans using planning software such as MoneyGuidePro.
• Prepare financial planning reports, presentations, and recommendations for client meetings across the firm.
• Coordinate planning strategies with attorneys, accountants, and external professionals as appropriate.
• Support client relationships with ongoing guidance and responsive service.

Skills

Financial planning

Wealth management

CFP certification

MoneyGuidePro

eMoney

Communication

Education

Bachelor’s degree in finance/accounting/economics

CFP Certification

Tools

MoneyGuidePro

eMoney

Job description

Grimes & Company Wealth Management, LLC seeks a Financial Planning and Advisory Associate with 3–5 years of experience to join our centralized Financial Planning team.

You will collaborate with Financial Advisors to develop comprehensive plans across retirement, investments, tax, estate planning, insurance, education funding, and client relationships, delivering coordinated advice and exceptional service.