What are the responsibilities and job description for the Estate Planning Professional position at Baystate Financial?
Baystate Financial: A Partner in Your Financial Success
We believe that everyone deserves a partner who can help them navigate the complexities of personal finance and achieve their long-term goals. As a Financial Planning Advisor at Baystate Financial, you will have the opportunity to work with clients to create personalized financial plans that suit their unique needs and aspirations.
About the Position
We are seeking a highly skilled and experienced Financial Planning Advisor to join our team in Falmouth, ME. The successful candidate will be responsible for providing exceptional financial planning services to our clients, including retirement planning, investment strategies, and financial analysis. If you are passionate about helping others achieve their financial objectives, we encourage you to apply.
Responsibilities:
- Deliver high-quality financial planning services to clients
- Analyze client needs and develop customized financial plans
- Recommend suitable financial products and services
- Collaborate with Senior Advisors to ensure seamless client support
