Baystate Financial, established in 1901, has built a reputation for helping clients gain clarity, leverage, and financial independence. Headquartered in Boston, MA, Baystate Financial specializes in financial planning, business and estate planning, retirement planning, and various protection and investment products. The company fosters a collaborative culture and provides a supportive environment for personal and professional development.
Role Description
This is a full-time remote role for a Junior Partner at Baystate Financial. The Junior Partner will be responsible for assisting in financial planning, estate planning, and retirement planning for clients. They will collaborate with the Senior Partner to develop and execute financial strategies, analyze client needs, and provide comprehensive financial advice and solutions.
Qualifications
Financial Planning, Estate Planning, and Retirement Planning skills
Analytical skills and attention to detail
Strong communication and interpersonal skills
Knowledge of investment products and financial markets
Ability to work independently and in a team environment
Bachelor's degree in Finance, Business, Economics, or related field
Relevant certifications (CFA, CFP, Series 6 or 7, Life, Accident and Health)
Experience in the financial services industry is beneficial