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Succession- Financial Advisor HNW Clients

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: Grimes & Company
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Position: Succession-Ready Financial Advisor for HNW Clients

Grimes & Company in Westborough, MA is seeking an experienced Financial Advisor to join our team as part of a succession plan. The role involves working closely with a retiring advisor, managing client relationships, and guiding clients through financial strategies.

Candidates should have over 4 years of experience in advisory roles, exceptional communication skills, and a proven ability to cultivate client relationships. We offer competitive compensation, hybrid work options, and comprehensive benefits including medical and retirement plans.

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