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
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