TEAM MEMBER
We are always on the lookout for great talent to join our winning culture. Explore individual career opportunities here.
INTEGRATED ADVISOR
Became an Integrated Wealth Manager and enjoy the benefits of scale with the systems, processes and support of an established team.
INTERNSHIP PROGRAM
Are you a current college student in the MA area and interested in joining our team? Learn more about our internship program
Team Member
We before me… Be in a constant state of improvement… These are two of our core values. Explore our opportunities here, and see how our values inform everything we do as a team.
Integrated Advisor
Culture. Integration. Growth. Partner with a firm that can hone your client offering and help you achieve scale to maximize the value of your business. Let Grimes and Company be your partner at every step of the client journey:
Client Prospect Leads: Access custodial referral networks, marketing materials, seminars, and more.
Training and Collaboration: One-to-one training to learn systems, workflows, and processes, and weekly meetings focused on skill refinement.
IT & Operational Support: Dedicated Client Service Manager and integrated Operations team, and world-class software.
Compliance: Regulatory filings, execution of compliance plan and compliance education.
Asset Management: Centralized Portfolio Operations team performing all trading and rebalancing.
Centralized Workflows: Seamless processes make account management easy.
Elite Service Levels at Major Custodians: Best pricing and dedicated Relationship Manager and service team.
Portfolio Accounting & Reporting: Full subaccount sleeve structure by registration, and much more.
Internship Program
Looking to scale your knowledge and experience beyond the classroom walls? Our internship program provides an invaluable immersion in the world of wealth management.
Program Details and Key Dates
We will soon be seeking internship candidates for the summer of 2026. Be sure to check back here in the fall and submit your resume. Internship program components include:
- Primary area of focus in our Financial Planning department, where you will work closely with our CFPs to help develop and build plans
- Exposure to Investment Management team and opportunities to contribute
- Program to culminate with capstone project, that will be presented to senior leadership
- Application window opens in fall, with candidate decisions being made in February 2026
