What are the responsibilities and job description for the Financial Services Specialist position at Baystate Financial?
**About Baystate Financial**
We are a leading financial planning firm headquartered in Boston, MA, with 16 office locations throughout New England.
Our team specializes in financial planning, business and estate planning, retirement planning, and various protection and investment products.
At Baystate Financial, we focus on helping clients gain clarity, leverage, and financial independence through informed and appropriate financial decisions.
**Role Overview**
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 client support, processing business 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.
**Required Skills and Qualifications**
- Excellent analytical and communication skills
- Strong attention to detail and ability to work with complex financial data
- Knowledge of Financial Services industry
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- 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.
