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Senior Financial Consultant

2 months ago


Amherst, Massachusetts, United States Baystate Financial Full time
About Baystate Financial

Established in 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England.

Role Overview

This is a full-time hybrid role for a Senior Financial Advisor to join a successful, established practice at Baystate Financial near Amherst, MA with flexibility for remote work. The Senior Financial Advisor will be responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide expert financial advice and guidance on investment and retirement strategies
  • Collaborate with clients to understand their financial goals and objectives
  • Analyze financial data and provide recommendations to clients
  • Stay up-to-date with industry trends and best practices in financial planning
Requirements
  • Strong financial planning and advisory skills
  • Expertise in finance and investments
  • Experience in retirement planning strategies
  • 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