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Senior Financial Planner

1 month ago

Bedford, New Hampshire, United States Baystate Financial Full time
Job Title: Senior Financial Advisor

Baystate 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 clarity, leverage, and independence through informed and tailored financial solutions.

Job Summary

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 collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth. This role involves both in-office and remote work.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide investment recommendations and financial advisory services
  • Collaborate with clients to integrate and coordinate their assets and income
  • Build and maintain strong client relationships
  • Stay up-to-date with industry developments and best practices
Requirements
  • Strong financial planning and retirement planning skills
  • Experience in finance and investment advisory
  • 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