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Job description
Join to apply for the Senior Financial Advisor role at MassMutual
Join to apply for the Senior Financial Advisor role at MassMutual
About Us
Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in financial planning, business and estate planning, retirement planning, and various protection and investment products, Baystate Financial is committed to bringing the best to their clients every day.
Responsibilities
This is a full-time hybrid role for a Senior Financial Advisor to join a successful, established practice at Baystate Financial located in Falmouth, Maine with flexibility for remote work. The Senior Financial Advisor will be responsible for providing financial planning advice, finance expertise, retirement planning strategies, and investment recommendations to clients. They will work closely with clients and the Senior Advisor of this team to help them achieve their financial goals and secure their financial future.
Requirements
2+ years of Financial Planning or Financial Advisory experience
Expertise in Finance and Investments
Experience in retirement planning strategies
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFP, CFA, or equivalent are a plus
Bachelor's or Master's degree in Finance, Economics, Business, or related field
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Worksite address
falmouth, ME, 04105, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.