What are the responsibilities and job description for the Financial Planning Consultant position at Baystate Financial?
Senior Financial Advisor
Baystate Financial seeks an experienced Senior Financial Advisor to join our team in Bonita Springs, Florida. As a key member of our financial planning department, you will provide comprehensive financial planning services to clients, including retirement planning, investment recommendations, and financial advisory.
Key Responsibilities:
- Collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth
- Provide informed and appropriate financial solutions to clients
- Develop and implement customized financial plans for clients
- Stay up-to-date on industry trends and regulatory changes
Requirements:
- Experience in Finance and Investment Advisory
- Strong knowledge of financial products and services
- Bachelor's degree in Finance, Economics, or related field
Company Overview:
Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products.
