Senior Financial Consultant
4 days ago
Baystate Financial is a renowned financial services firm with a rich history dating back to 1901. Headquartered in Boston, MA, and operating 16 offices throughout New England, we specialize in providing comprehensive financial solutions to individuals and businesses.
Role Summary
This is a full-time hybrid position for a Senior Financial Advisor at our Bedford, NH location. As a Senior Financial Advisor, you will be responsible for delivering tailored financial planning services to clients, including investment recommendations, financial advisory, and wealth management. You will collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients
- Provide expert advice on investment strategies and financial products
- Collaborate with clients to achieve their financial goals
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and regulatory changes
Requirements
- Proven experience in financial planning and investment advisory
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Relevant certifications (e.g., CFP, CFA) are a plus
What We Offer
At Baystate Financial, we offer a dynamic and supportive work environment, competitive compensation packages, and opportunities for professional growth and development.
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