What are the responsibilities and job description for the Financial Services Consultant position at Baystate Financial?
Unlock Your Clients' Financial Potential
As a Financial Planning Advisor at Baystate Financial, you will have the opportunity to make a meaningful impact on your clients' lives by helping them achieve their financial goals. With a strong focus on customer satisfaction, we strive to deliver exceptional service and build lasting relationships with our clients.
Job Description
We are looking for a highly motivated and experienced Financial Planning Advisor to join our team in Falmouth, ME. The successful candidate will possess excellent analytical and communication skills, as well as a solid understanding of financial services and investments. If you are passionate about helping others achieve their financial objectives, we encourage you to apply.
Requirements:
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Strong knowledge of financial services and investments
- Excellent analytical and communication skills
