What are the responsibilities and job description for the Estate and Retirement Planning Advisor position at Baystate Financial?
**About Us**
Baystate Financial is a respected financial planning firm serving clients across New England.
We offer comprehensive financial services, including financial planning, business and estate planning, retirement planning, and protection and investment products.
We strive to provide personalized service to our clients, helping them make informed financial decisions.
**Job Summary**
The Financial Planning Advisor will be responsible for delivering high-quality financial planning services to clients, including financial analysis, investment strategies, and product recommendations.
They will work closely with Senior Advisors to ensure seamless client support and growth of their book of business.
The Financial Planning Advisor will also contribute to the success of the team by collaborating with colleagues and sharing knowledge and best practices.
**Key Qualifications**
- Strong analytical and communication skills
- Ability to work with complex financial data
- Knowledge of Financial Services industry
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Certified Financial Planner (CFP) designation is a plus
- Bachelor's degree in Finance, Economics, or related field
- Investment licensing such as Series 66, 7 are required
- Life Insurance/Accident and Health licenses required
**Work Authorization**
US work authorization is required.
