What are the responsibilities and job description for the Wealth Management Advisor position at Baystate Financial?
Job Description
This is a full-time hybrid role for a Senior Financial Advisor at our Bonita Springs, Florida location. As a Senior Financial Advisor, you will be responsible for providing top-notch financial planning services to clients, encompassing retirement planning, investment recommendations, and financial advisory. You will work closely with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth.
This role involves both in-office and remote work, offering the flexibility to balance your professional and personal life. We are looking for an individual who is passionate about delivering exceptional client service and has a strong understanding of financial products and services.
