What are the responsibilities and job description for the Senior Financial Advisor position at Baystate Financial?
Looking to elevate your practice with joining an established successful team? Read additional information below about an incredible career opportunity with Philip Barnes-
About:
With over 23 years of experience as a Financial Advisor at Baystate Financial, I specialize in helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence. My expertise includes retirement planning, estate conservation, protection planning, and business succession strategies.
I take a client-first approach, striving to understand your unique circumstances and delivering customized financial strategies designed to help you work toward your goals. Licensed to offer securities and insurance across multiple states, I bring a comprehensive perspective and a steadfast commitment to helping you make informed financial decisions.
A graduate of St. Anselm College, I live in Scituate, MA, with my wife Aimee, and our son Henry.
The Role of a Senior Financial Advisor:
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Financial Plan Presentation
- Implementation
- On Going Service
Your Career Path – Why Baystate Financial?
Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client, and we provide the product and sales support you need to maximize your time in front of clients.
Compensation:
TYPE
Paid
PAY RATE
Fee based
DURATION
Permanent
HYBRID MODEL
Company Details:
COMPANY SIZE
250 - 1,000 employees
INDUSTRY
Investment / Portfolio Management industry
COMPANY TYPE
Unknown
HEADQUARTERS
One Marina Park Drive, 16th Floor, Boston, MA 02210
WEBSITE
http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
WORK AUTHORIZATION REQUIREMENTS:
US work authorization is required
Contact Information:
Ashley Harris aharris@baystatefinancial.com
