Senior Financial Advisor
Job Description
Job Description
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
#LI-BFS1
Recommended Jobs
Software Development Manager
Job Description Job Description Quarto Publishing is seeking a Software Development Manager/Data Architect who is passionate and has a proven track record in IT data architecture and management…
Clinical Director: General Dentist - DMD/DDS - RELOCATION ASSISTANCE
Job Description Job Description Why You’ll Love this Clinical Dental Director Job! Do you have excellent team building and leadership skills? If you're able to work with our specialists to ex…
Crew Scheduler
Job Description Job Description SUMMARY: This position organizes schedules for pilots and ensures that they are utilized efficiently and comply with FAA Regulations and pilot CBA. Additionally…
Senior IT Manager - Digital Strategy, AI Innovation & Data Enablement
Additional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance At Boston Scientific, we’ll give you the opportunity to harness all that…
Project Manager
Job Description Job Description Exceptional. No Exceptions. Timberline Communications Inc. (TCI) is a leading provider of wireless infrastructure and telecommunications construction services a…
CST with Endo exp
2+ years surg tech experience within Endo required--- endo techs will not be reviewed. 1+ years travel experience required weekend rotation is required NBSTA certification required unless they have wo…
Java Microservices Developer
Job Title: J ava microservices developer Job Location: Boston, MA Job Type: Contract Job Description: Design, develop, and deploy event-driven microservices using Spring B…
Massage Therapist
Job Description Job Description Are you a skilled licensed massage therapist looking to elevate your career? Imagine working setting your own schedule, and enjoying the satisfaction of a guarantee…
School Based Clinician
Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Company parties ~ Competitive salary ~ Dental insurance ~ Health insurance ~ Paid time off ~ Training & develop…
Pediatric Speech and Language Pathologist in Chicopee, MA
Job Description Job Description Master's degree in Speech-Language Pathology, active SLP license and 1+ year of Speech-Language Pathology experience required. Applicants who do not meet these qua…