Wealth Planning Associate — Collaborative Client Advisory

Grimes & Company

Westborough (MA)

On-site

USD 75,000 - 100,000

Full time

8 days ago

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Grimes & Company Wealth Management, LLC in Westborough, MA seeks a Financial Planning and Advisory Associate with 3–5 years of experience to join our centralized Planning team. You will collaborate with Financial Advisors and specialists to develop comprehensive plans and deliver coordinated advice using MoneyGuidePro or similar tools, while participating in client meetings as needs evolve.

Bachelor’s degree is required; CFP designation or pursuit is strongly preferred, with growth in fiduciary

Qualifications

3–5 years of financial planning, wealth management, or advisory experience.
Bachelor’s degree required; finance, accounting, economics, or related field preferred.
CFP designation or active pursuit of CFP certification strongly preferred.
Experience with financial planning software such as MoneyGuidePro or eMoney preferred.

Responsibilities

Collaborate with the Financial Planning team and advisors to gather data and develop comprehensive plans.
Analyze client information and prepare planning recommendations across retirement, investments, estate, and tax planning.
Develop and update financial plans using planning software.
Prepare reports, presentations, and recommendations for team-based client meetings.
Coordinate with attorneys and accountants to align planning strategies.
Support advisory teams with client relationships and proactive service.