What are the responsibilities and job description for the Financial Planning Advisor position at Baystate Financial?
Company Description
Baystate Financial, with 120 years of experience, is a leading financial planning firm headquartered in Boston, MA, with 16 office locations throughout New England. The company specializes in financial planning, business and estate planning, retirement planning, and various protection and investment products. Baystate Financial focuses on helping clients gain clarity, leverage, and financial independence through informed and appropriate financial decisions.
Role Description
This is a full-time on-site role for a Financial Planning Advisor located in Falmouth, ME to join a successful already established team. The Financial Planning Advisor 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 the Senior Advisors in in client support, processing business and applications, while growing a book of business. Financial planning needs will be joined by a team approach and collaborating with the Senior Advisors as a team player.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Knowledge of 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
Contact Information:
Ashley Harris aharris@baystatefinancial.com
