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#LI-BFS1
Senior Financial Advisor
A company is looking for a Senior Advisor to support clients with their investment and financial planning needs. ...
Senior Financial Advisor
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, fina...
Financial Advisor
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and proce...
Entry-Level Data Analyst (Remote)
D Aceto Services LLC is seeking a motivated and detail-oriented Entry-Level Data Analyst to join our team. Help maintain data integrity and accuracy within databases. In this remote position, you will work closely with various departments to analyze data, generate insights, and support decision-maki...
Supplier Relationship Manager
The Supplier Relationship Manager is responsible for supporting the Director of Claims Supplier Management in the implementation, process improvement, and optimization of all line of business programs. The Supplier Relationship Manager will be responsible for analytic measurement and improvement of ...
Senior Financial Systems Manager
A company is looking for a Senior Financial Systems Manager responsible for the design and delivery of business processes and support of a new ERP solution. ...
Sr Financial Analyst Full Time 40 hours
Involved in financial planning, budget preparation, analyzing of financial statements and reports, performing research. Also assist in the month end close process, preparing financial reports, performing. Experience analyzing current and past financial data and performance. Ability to explain comple...
Water Treatment Process Senior Project Engineer or Manager
Kleinfelder has a great opportunity for a Water Treatment Process Senior Project Engineer or Project Manager for our New England Offices (Boston, Worcester, Springfield, Rocky Hill sites, as needed). This position will mainly serve as design / treatment consultant, project manager, and/or client con...
Chief Financial Officer, Office of Financial Management (C123-2425)
The Chief Financial Officer (CFO) is a key member of the senior leadership team, responsible for overseeing all financial operations of the Hartford Public Schools. The Chief Financial Officer will have a laser focus on accelerating equity and organizational excellence by achieving the overarching p...
Inventory Controller
Works closely with Assistant Branch Managers and Branch Manager to ensure efficient operations in Inventory, Front End, Cash Room and Receiving Departments.Maintains a positive company image by providing courteous, friendly and efficient customer service.Supports the Branch Manager in maintaining co...