Senior Financial Advisor
4 months ago
Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help clients gain clarity, leverage, and financial independence by providing informed and appropriate financial solutions.
This is a full-time hybrid role for a Senior Financial Advisor at our Bedford, NH location. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including retirement planning, investment recommendations, and financial advisory. You will also collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth. This role encompasses both in-office and remote work.
- Financial Planning and Retirement Planning skills
- Experience in Finance and Investment Advisory
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Attention to detail and strong analytical skills
- Relevant certifications (e.g., CFP, CFA) are a plus
- Bachelor's degree in Finance, Economics, or related field
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Senior Financial Advisor
3 months ago
Bedford, United States Baystate Financial Full timeCompany Description Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help...
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Senior Financial Planner
2 weeks ago
Bedford, New Hampshire, United States Baystate Financial Full timeJob Title: Senior Financial AdvisorBaystate Financial is a leading financial services firm with a rich history dating back to 1901. With a strong presence in Boston, MA, and 16 office locations throughout New England, we offer a wide range of financial planning, business, and estate planning services. Our mission is to empower clients to achieve financial...
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Senior Financial Consultant
1 month ago
Bedford, New Hampshire, United States Baystate Financial Full timeSenior Financial Advisor OpportunityBaystate Financial, a reputable financial firm with over a century of experience, is seeking a Senior Financial Advisor to join our team in Bedford, NH. As a key member of our team, you will be responsible for delivering comprehensive financial planning services, including retirement planning, investment recommendations,...
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Senior Wealth Management Advisor
2 months ago
Bedford, New Hampshire, United States Baystate Financial Full timeCompany OverviewBaystate Financial is a distinguished financial services firm with a legacy spanning over a hundred years. With our headquarters located in Boston, MA, we operate multiple offices throughout New England. Our expertise encompasses a wide range of financial solutions, including financial planning, estate and business planning, retirement...
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Financial Representative
4 months ago
Bedford, United States Baystate Financial Full timeRight from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients’ individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your backbone, will help identify...
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Senior Financial Analyst
3 days ago
Bedford, Massachusetts, United States Randstad North America, Inc. Full timeWe are collaborating with a national client in the glass manufacturing industry to recruit a Senior Financial Analyst. This contract opportunity requires financial and cost analysis experience, preferably with ERP systems, particularly SAP. Our client is looking for a skilled professional to provide financial insights and support to their team.Key...
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Senior Financial Analyst
2 weeks ago
Bedford, New Hampshire, United States Jobot Full timeJob Title: Senior AccountantHybrid Senior Accountant needed for a growing Medical Solutions Engineering LabAbout Us:Our client provides clinical and anatomical pathology laboratory services for physicians and their patients in various regions.Why Work with Us?We offer a comprehensive benefits package, including 100% company-paid dental, life, and disability...
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Senior Financial Planning Analyst
2 weeks ago
Bedford, Massachusetts, United States Ocular Therapeutix Full timeJob Title: Senior Financial Planning AnalystOcular Therapeutix, a biopharmaceutical company, is seeking a Senior Financial Planning Analyst to join its Finance team. The ideal candidate will have a background in financial analysis, strategic planning, and a keen interest in the biotech sector.Key Responsibilities:Develop and maintain detailed financial...
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Office Administrator
1 week ago
New Bedford, Massachusetts, United States Advisor Employee Services Full timeJob Summary:We are seeking a highly organized and detail-oriented Office Administrator to provide support to our Lead Financial Advisor. The successful candidate will be responsible for ensuring smooth operations within the office, developing positive client relationships, and providing exceptional customer service.Key Responsibilities:Receive and respond to...
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Senior Financial Analyst
1 week ago
Bedford, Massachusetts, United States NESCO Inc Full timeJob Summary:Nesco Resource is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of the plant management staff, you will collaborate and provide financial analysis to support plant and business objectives.This role requires a strong understanding of financial analysis, budgeting, and forecasting. You will be responsible for...
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Senior Financial Analyst
1 week ago
Bedford, New Hampshire, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at Jobot. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and compliance of our general ledger, preparing financial statements, and leading our annual external audit support efforts.Key Responsibilities:Ensure the accuracy and...
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Associate Member Advisor
4 weeks ago
Bedford, Indiana, United States Hoosier Hills Full timeJob Title: Associate Member AdvisorAt Hoosier Hills Credit Union, we're seeking a highly skilled and dedicated Associate Member Advisor to join our team. As an Associate Member Advisor, you will play a vital role in fostering strong relationships with our members, providing exceptional service, and ensuring they receive the right products and services...
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Senior Financial Analyst
1 week ago
Bedford, Massachusetts, United States Lantheus Full timeSenior Accountant Role at LantheusLantheus, a leading medical imaging company, is seeking a highly skilled Senior Accountant to join its Accounting team. As a key member of the team, the successful candidate will be responsible for assisting in the preparation of the month-end close and consolidation, maintaining accountability for specific areas in...
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Senior Financial Analyst
4 days ago
Bedford, Massachusetts, United States Compunnel Inc. Full timeSenior Financial Analyst - ManufacturingThis role is a key member of the plant management staff, collaborating and providing financial analysis to support plant and business objectives. The Senior Financial Analyst will also be a key contributor in providing division manufacturing support.Key Responsibilities:Direct and develop the plant finance staff, coach...
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Senior Financial Analyst
3 days ago
Bedford, Massachusetts, United States DivIHN Integration Inc Full timeJob OverviewDivIHN Integration Inc is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our plant management staff, you will collaborate and provide financial analysis to support plant and business objectives.Key ResponsibilitiesDirect and develop the plant finance staff, coach talent to support talent management...
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Senior Financial Analyst
2 weeks ago
Bedford, Massachusetts, United States Lantheus Full timeJob Title: Senior Financial Analyst - Strategic FinanceLantheus is a leading medical imaging company with a rich history of innovation and growth. We are seeking a highly skilled Senior Financial Analyst to join our Strategic Finance team.Key Responsibilities:Provide financial analysis and decision support to the Biomarker Solutions and Corporate Development...
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Senior Financial Analyst
3 days ago
Bedford, Massachusetts, United States Lantheus Full timeSenior Accountant Job DescriptionLantheus is a leading medical imaging company with a strong presence in the industry. Our company is headquartered in Bedford, Massachusetts, with offices in New Jersey, Canada, and Sweden. We have a rich history of innovation, with over 60 years of experience in pioneering medical imaging.Our company is known for its...
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Manufacturing Senior Financial Analyst
1 week ago
Bedford, United States Compunnel Inc. Full timeOur Senior Financial Analyst is a key member of the plant management staff, collaborating and providing financial analysis to support plant and business objectives. This role will also be a key contributor in providing division manufacturing support.Manufacturing Senior Financial Analyst IIILocation: 2 Oak Park Drive, Bedford, MA USA 017306+Months Contract...
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Manufacturing Senior Financial Analyst
1 week ago
Bedford, United States Compunnel Inc. Full timeOur Senior Financial Analyst is a key member of the plant management staff, collaborating and providing financial analysis to support plant and business objectives. This role will also be a key contributor in providing division manufacturing support.Manufacturing Senior Financial Analyst IIILocation: 2 Oak Park Drive, Bedford, MA USA 017306+Months Contract...
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Bedford, Texas, United States Charles Schwab Full timeJob SummaryAs a Senior Regional Manager at Charles Schwab, you will lead a team of Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to grow and support the client base. We value integrity, open communication, strong market knowledge, and a passion for client service.Key Responsibilities• Motivate and inspire your team...