Head of Wealth Strategies
Grimes & Company
- Salary
- $215k - $275k
- Experience
- 12+ yrs
- Location
- Westborough, Massachusetts, United States
- Job type
- Full-time
About the role
Bachelor's degree in finance, financial planning, accounting, economics, law or related; JD or advanced designations (CFP, CPA, CPWA, ChFC, CTFA, CEPA) required; 12+ years in wealth management or related; experience advising high-net-worth families; leadership experience.
About Grimes & Company
Independent, family-owned RIA providing wealth management and financial planning services to individuals and families nationwide.
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