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Strategic Financial Consultant

1 month ago

Worcester, Massachusetts, United States Baystate Financial Full time

About the Role

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At Baystate Financial, we are seeking a Strategic Financial Consultant to join our team of professionals. As a key member of our organization, you will play a crucial role in helping individuals and businesses achieve their financial goals.

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Key Responsibilities

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  • Develop comprehensive financial plans tailored to each client's unique needs and circumstances">
  • Identify opportunities for growth and improvement in clients' financial situations">
  • Collaborate with cross-functional teams to implement financial recommendations and solutions">
  • Maintain accurate records and communicate effectively with clients">
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What You'll Get

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As a Strategic Financial Consultant at Baystate Financial, you can expect a competitive salary range of $80,000 - $100,000+ based on performance and experience. We offer a comprehensive benefits package, including training and development opportunities, to support your growth and success in this role.

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Requirements

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  • Bachelor's degree in finance, business administration, or a related field is preferred">
  • Strong analytical and problem-solving skills, with attention to detail and accuracy">
  • Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues">
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About Baystate Financial

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We are a customer-centric, full-service financial firm dedicated to providing guidance, insight, and results to our diverse client base. With over 300 professionals and 200 support staff, we offer a collaborative and dynamic work environment that fosters growth and development.

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Location

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This role is based in Worcester, Massachusetts, and requires occasional in-office presence. If you are local to the area and passionate about helping individuals and businesses achieve their financial goals, we encourage you to apply.