Financial Planning & Advisory Associate

About the role

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts, with satellite offices and employees strategically located across the U.S. Recently named one of the 2025 Best RIAs to Work For, we are committed to helping individuals and families achieve their financial goals through personalized advice, exceptional service, and long-term relationships. We are seeking a Financial Planning and Advisory Associate with 3 to 5 years of experience to join our centralized Financial Planning team. This role is designed for a financial planning professional who enjoys working collaboratively and wants to build deeper technical expertise while developing client advisory experience as part of a team. The Financial Planning team works across the firm, partnering with Financial Advisors and other specialists to develop comprehensive financial plans and deliver coordinated advice to clients. This role will contribute to that firmwide planning work while also being part of the