Lead Financial Consultant
2 weeks ago
Baystate Financial is a distinguished financial services firm with a legacy spanning over a hundred years. With our headquarters in Boston, MA, we operate multiple offices throughout New England. Our expertise lies in a variety of financial solutions, including comprehensive financial planning, estate and business planning, retirement strategies, and investment services aimed at guiding our clients towards financial autonomy.
Position OverviewWe are in search of a Senior Financial Advisor to become a vital part of our team in Bedford, NH. In this capacity, you will be tasked with providing thorough financial planning services, which encompass retirement strategies, investment guidance, and advisory services tailored to our clients' needs. Your role will involve collaborating closely with clients to formulate strategies for wealth accumulation, protection, and distribution. This position offers a blend of in-office and remote working opportunities.
Key Qualifications- Proficient in Financial Planning and Retirement Strategies
- Demonstrated experience in Finance and Investment Advisory
- Comprehensive knowledge of financial products and services
- Exceptional communication and interpersonal skills
- Ability to foster and maintain client relationships
- Detail-oriented with robust analytical skills
- Relevant certifications such as CFP or CFA are advantageous
- Bachelor's degree in Finance, Economics, or a related discipline
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