What are the responsibilities and job description for the Investment Advisory Expert position at Baystate Financial?
Elevate Your Career as a Financial Planning Advisor
At Baystate Financial, we are committed to helping our advisors excel in their careers and achieve their professional goals. As a Financial Planning Advisor, you will have access to ongoing training and development opportunities, as well as a supportive team environment that fosters growth and collaboration.
About the Opportunity
We are seeking a highly motivated and experienced Financial Planning Advisor to join our team in Falmouth, ME. The successful candidate will be responsible for delivering exceptional financial planning services to our clients, including retirement planning, investment strategies, and financial analysis. If you are passionate about helping others achieve their financial objectives, we encourage you to apply.
Qualifications:
- Bachelor's degree in Finance, Economics, or related field
- Strong knowledge of financial services and investments
- Excellent analytical and communication skills
- Certified Financial Planner (CFP) designation preferred
