Senior Financial Advisor

Baystate Financial

  • Worcester, MA
  • Permanent
  • Full-time
  • 28 days ago
About Us:Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in financial planning, business and estate planning, retirement planning, and various protection and investment products, Baystate Financial is committed to bringing the best to their clients every day.Responsibilities:This is a full-time hybrid role for a Senior Financial Advisor to join a successful, established practice at Baystate Financial located in Worcester, MA with flexibility for remote work. The Senior Financial Advisor will be responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients. They will work closely with clients and the Senior Advisor of this team to help them achieve their financial goals and secure their financial future.Requirements:
  • 2+ years of Financial Planning or Financial Advisory experience
  • Expertise in Finance and Investments
  • Experience in retirement planning strategies
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Certifications such as CFP, CFA, or equivalent are a plus
  • Bachelor's or Master's degree in Finance, Economics, Business, or related field
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Baystate Financial