What are the responsibilities and job description for the Investment Planning Expert position at Baystate Financial?
**Company Overview**
Baystate Financial is a well-established financial planning firm serving clients across New England.
We have 16 office locations and over 120 years of experience in the industry.
Our team offers comprehensive financial services, including financial planning, business and estate planning, retirement planning, and protection and investment products.
We strive to deliver exceptional service to our clients, helping them achieve their financial goals.
**Job Description**
The Financial Planning Advisor will be responsible for providing expert financial planning services to clients, including investment strategies, financial analysis, and product recommendations.
They will collaborate with Senior Advisors to ensure seamless client support and growth of their book of business.
The Financial Planning Advisor will also contribute to the success of the team by sharing knowledge and best practices.
**Qualifications and Requirements**
- Excellent analytical and communication skills
- 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**
US work authorization is required.
