Financial Advisor | Succession Opportunity

Grimes & Co; Westborough (MA); On-site; USD 110,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Medical, dental, and vision insurance

Paid time off and parental leave

Flexible hybrid work schedule

Job summary

Grimes & Co in Westborough is seeking an experienced Financial Advisor to join their team. This role involves working directly with clients, guiding them through financial planning and investment management, while also engaging in a succession process with a retiring advisor.

The ideal candidate will have at least 4 years of experience and a Bachelor's degree, preferably with a CFP designation. The benefits include competitive compensation, hybrid work flexibility, and support for professional growth.

Qualifications

• Minimum 4+ years of experience as an Investment Adviser Representative (IAR) required.
• Strong understanding of financial planning and investment management.
• Successful completion of background and credit check.

Responsibilities

• Participate in the succession process with a retiring Financial Advisor.
• Build and maintain trusted client relationships.
• Guide clients through retirement planning and wealth preservation strategies.

Skills

Communication Skills

Relationship Management

Financial Planning

Investment Management

Understanding of High-Net-Worth Clients

Education

Bachelor's degree

CFP designation

Series 65 license

Job description

Description

Grimes & Company Wealth Management is an independent Registered Investment Advisory (RIA) firm serving high-net-worth individuals and families across the country. Recently recognized as one of the 2025 Best RIAs to Work For, we are continuing to grow and are seeking an experienced Financial Advisor to join our collaborative advisory team.

This position is being created as part of a planned retirement transition for a senior Financial Advisor. The successful candidate will have the opportunity to work alongside the retiring advisor during a structured transition period and ultimately assume responsibility for an established book of business. This role offers immediate access to an existing client base, long-term relationship management opportunities, and the ability to build upon a strong foundation of trust and service.

If you are passionate about comprehensive financial planning, relationship management, and helping clients navigate complex financial decisions, we would love to connect with you.

What You’ll Do - candidates must be local to Westborough, MA

• Participate in a planned succession process with a retiring Financial Advisor, ensuring a seamless transition of client relationships and assets under management while assuming primary responsibility for an established book of business.
• Build and maintain trusted client relationships by understanding clients’ goals, risk tolerance, and financial priorities, while delivering customized financial and investment strategies aligned with their long term objectives.
• Guide clients through retirement planning, investment management, estate considerations, and wealth preservation strategies to help them achieve their financial goals.
• Partner closely with internal experts across investments, retirement planning, and insurance to deliver comprehensive wealth management solutions and exceptional client service.
• Drive organic growth by cultivating referrals, expanding existing client relationships, actively networking within the community, and developing new client opportunities that contribute to the continued growth of the firm.
• Stay informed on market trends, economic developments, and regulatory changes, communicating relevant insights to clients and maintaining the highest standards of fiduciary responsibility, compliance, and client care.

Requirements

• 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

Why Advisors Join Grimes & Company

• Client-first fiduciary culture
• Collaborative team environment with dedicated internal specialists
• Opportunity to work with sophisticated, high-net-worth clients
• Hybrid work flexibility
• Strong operational and planning support
• Career growth opportunities within a nationally recognized RIA
• Firm culture that values professionalism, teamwork, and long-term client relationships

Compensation & Benefits

We offer competitive compensation with bonus potential, along with a comprehensive benefits package that includes:

• 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

Salary Range: $110,000 - $200,000 annually, based on experience and qualifications.

Join Our Team

If you are a motivated advisor looking to grow your career in a collaborative, client-centered environment, we encourage you to apply and learn more about Grimes & Company Wealth Management.