Baystate Financial, with 120 years of experience, is a leading financial planning firm headquartered in Boston, MA, with 16 office locations throughout New England. The company specializes in financial planning, business and estate planning, retirement planning, and various protection and investment products. Baystate Financial focuses on helping clients gain clarity, leverage, and financial independence through informed and appropriate financial decisions.
Role Description
This is a full-time on-site role for a Financial Planning Advisor located in Falmouth, ME to join a successful already established team. The Financial Planning Advisor will be responsible for providing financial planning services to clients, including retirement planning, investment strategies, financial analysis, and recommending financial products based on client needs. They will assist the Senior Advisors in in client support, processing business and applications, while growing a book of business. Financial planning needs will be joined by a team approach and collaborating with the Senior Advisors as a team player.
Qualifications
Financial Planning and Retirement Planning skills
Experience in Investments and Finance
Knowledge of Financial Services industry
Excellent analytical and communication skills
Strong attention to detail and ability to work with complex financial data
Certified Financial Planner (CFP) designation is a plus
Bachelor's degree in Finance, Economics, or related field
Investment licensing such as Series 66, 7 are required
Life Insurance/Accident and Health licenses required