Financial Planning Expert

4 days ago


Worcester, Massachusetts, United States Baystate Financial Full time
Job Title: Financial Planning Expert at Baystate Financial in Worcester, MA

At Baystate Financial, we're dedicated to helping clients achieve financial clarity and independence. As a Financial Planning Expert, you'll work closely with clients to provide expert financial advice and guidance on retirement planning strategies and investment recommendations.

The ideal candidate will have 2+ years of experience in financial planning or advisory services, with expertise in finance and investments. Strong analytical and problem-solving skills are essential, as is excellent communication and interpersonal ability. A bachelor's or master's degree in finance, economics, business, or related field is also required.

We offer a competitive salary of $90,000 - $120,000 per year, depending on experience. Our office is located in Worcester, MA, with flexibility for remote work. If you're passionate about helping others achieve their financial goals, we'd love to hear from you

Key Responsibilities:
  • Provide financial planning advice and guidance to clients
  • Develop and implement comprehensive financial plans
  • Offer expert advice on retirement planning strategies and investment recommendations


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