Senior Financial Planner

4 weeks ago


Auburn Hills, Michigan, United States Baystate Financial Full time
About Baystate Financial

Baystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity and independence. With a strong focus on collaboration and personal development, we have been serving clients since 1901.

Job Description

As a Senior Financial Advisor at Baystate Financial, you will be responsible for providing expert financial planning advice and investment recommendations to clients. You will work closely with clients and the Senior Advisor to help them achieve their financial goals and secure their financial future.

Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on finance, investments, and retirement planning strategies
  • Work closely with clients to understand their financial goals and objectives
  • Collaborate with the Senior Advisor to deliver exceptional client service
  • Stay up-to-date with industry trends and best practices in financial planning and investments
Requirements
  • 2+ years of experience in financial planning or financial advisory
  • Expertise in finance, investments, and retirement planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Certifications such as CFP, CFA, or equivalent are a plus
  • Bachelor's or Master's degree in Finance, Economics, Business, or related field


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