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Senior Financial Advisor

4 weeks ago

Bonita Springs, Florida, United States Baystate Financial Full time
Job description

Company Description:

Looking to elevate your practice and transition to a new firm? 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.

Role 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 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.

Qualifications:

  • 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

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