What are the responsibilities and job description for the Wealth Management Specialist position at Baystate Financial?
Baystate Financial: A Leader in Financial Planning
With over 120 years of experience, Baystate Financial is a renowned financial planning firm headquartered in Boston, MA. Our team of experts specializes in providing tailored financial solutions to individuals and families, helping them achieve their long-term goals.
About the Role
We are seeking a skilled Financial Planning Advisor to join our successful team in Falmouth, ME. As a key member of our team, you will be responsible for delivering exceptional financial planning services to our clients, including retirement planning, investment strategies, and financial analysis. You will work closely with our Senior Advisors to support clients and grow your book of business.
Key Responsibilities:
- Provide personalized financial planning services to clients
- Analyze client needs and develop customized financial plans
- Recommend suitable financial products and services
- Collaborate with Senior Advisors to ensure seamless client support
- Grow your book of business through excellent client service and relationships
