Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help clients gain clarity, leverage, and financial independence by providing informed and appropriate financial solutions.
Role Description
This is a full-time hybrid role for a Senior Financial Advisor at our Bedford, NH location. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including retirement planning, investment recommendations, and financial advisory. You will also collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth. This role encompasses both in-office and remote work.
Qualifications
Financial Planning and Retirement Planning skills
Experience in Finance and Investment Advisory
Strong knowledge of financial products and services
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Attention to detail and strong analytical skills
Relevant certifications (e.g., CFP, CFA) are a plus
Bachelor's degree in Finance, Economics, or related field