Senior Financial Advisor

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 based out of West Hartford, Connecticut with flexibility for remote work. Candidates may also be considered out of our Rocky Hill, Waterford, Manchester or Westport, Connecticut offices.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:3+ years of Financial Planning or Financial Advisory experienceExpertise in Finance and InvestmentsExperience in retirement planning strategiesStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesCertifications such as CFP, CFA, or equivalent are a plusBachelor's or Master's degree in Finance, Economics, Business, or related field#LI-BFS1

Created: 2025-04-04