What are the responsibilities and job description for the Financial Planning Advisor position at Baystate Financial?
Company Overview
Baystate Financial, a leading financial planning firm with 120 years of experience, specializes in financial planning, business and estate planning, retirement planning, and various protection and investment products. We focus on helping clients gain clarity, leverage, and financial independence through informed and appropriate financial decisions.
Job Description
The successful candidate will be responsible for providing financial planning services to clients, including retirement planning, investment strategies, financial analysis, and recommending financial products based on client needs. They will assist Senior Advisors in supporting clients, processing applications, while growing a book of business.
Key Responsibilities:
- Provide comprehensive financial planning services to clients
- Assist in developing and implementing investment strategies
- Conduct financial analysis and provide recommendations
- Collaborate with Senior Advisors as a team player
Requirements:
- Proven skills in financial planning and retirement planning
- Experience in investments and finance
- Knowledge of the Financial Services industry
- Excellent analytical and communication skills
- Strong attention to detail and ability to work with complex financial data
- 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 Requirements:
US work authorization is required
