Hybrid Financial Advisor Position

3 weeks ago


Boston, Massachusetts, United States Baystate Financial Full time
Job Summary

We are seeking a Senior Financial Advisor to join our successful practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work and requires expertise in finance, investments, and retirement planning strategies. As a key member of our team, you will provide financial planning advice, guidance, and support to clients to help them achieve their financial goals and secure their financial future.

Responsibilities
  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Analyze financial data and provide expert recommendations on investments, retirement planning, and other financial matters
  • Collaborate with clients and internal teams to identify opportunities and develop solutions to meet their financial objectives


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