Senior Financial Consultant

3 weeks ago


Portland, Oregon, United States Baystate Financial Full time

We are seeking a highly skilled Senior Financial Consultant to join our team at Baystate Financial. As a financial advisor, you will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.

The ideal candidate will have a strong understanding of the financial industry and be able to make strategic product, plan, and investment recommendations to help clients reach their monetary goals.

A minimum estimated salary for this position is $80,000 - $100,000+ at plan commission. Our comprehensive training program ensures that you will stay up-to-date with the latest financial products and services.

Key responsibilities include:

  • Compiling financial profiles for clients
  • Making strategic product, plan, and investment recommendations
  • Servicing existing clients while identifying new business opportunities

To be successful in this role, you should possess:

  • Bachelor's degree in finance or related field
  • Basic knowledge of computer programs including Microsoft Office and CRM systems
  • Superior communication, relationship building, and math skills


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