About this role
Financial Advisor | Succession Opportunity at Grimes & Company Wealth Management LLC. Location: Westborough, Massachusetts, United States. Role: transitioning clients, building relationships, guiding clients Requirements: Bachelor's degree and minimum 4+ years as an Investment Adviser Representative required; CFP preferred, Series 65 preferred; experience with high-net-worth clients, strong communication, and completion of background/credit check required. Local to Westborough, MA. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, series 65 Commitment: Full Time Workplace: Hybrid Languages: English