What are the responsibilities and job description for the Wealth Management Professional position at Baystate Financial?
About Us
Baystate Financial has been a leading force in the financial industry since 1901, offering a wide range of services to individuals and businesses. Our team of experts is dedicated to delivering personalized financial solutions, guiding clients towards achieving their goals.
We are seeking a skilled Senior Financial Advisor to join our team in Florida, working closely with clients to develop and implement comprehensive financial plans. This role offers a unique opportunity to combine in-office and remote work, allowing for a better work-life balance.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, focusing on retirement planning, investment recommendations, and financial advisory.
- Collaborate with clients to integrate and coordinate their assets and income, aiming to build, protect, and distribute wealth.
- Maintain a deep understanding of financial products and services, ensuring expert advice is provided to clients.
- Work closely with the team to deliver high-quality financial solutions, meeting client expectations and driving business growth.
