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...
Senior Product Analyst
AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. ...
Senior Technical Investment Accountant
A company is looking for a Senior Technical Investment Accountant to manage accounting policies and external reporting for its investment portfolio. ...
Senior Accountant
Senior Accountant - Hybrid work schedule. Profitable and growing international company is adding a Senior Accountant to its staff due to growth. ...
Lead Financial Planning Analyst
The Lead Financial Planning Analyst will support Okuma Tower division of Morris Group and act as a liaison with Corporate Center of Excellence. The lead analyst will assist with the identification of operational improvement opportunities and drive decision-making by collecting, managing, analyzing, ...
Client Advisor
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disabilit...
Construction Project Manager
Refer to the Project Manager/Superintendent Best Practice BluSky Best Practices - Project Manager and Superintendent Compensation Best Practice. BluSky's construction division Project Manager is responsible for the day-to-day management of all assigned construction projects, including but not limite...
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...
Regional Programs Manager, Project Accounting (Manager Level)
Project Managers and Partners by ensuring the Project Accounting team provides a high level of service. Work with Financial Controller to provide a high level of service to Project Managers by focusing on efficient invoicing, quality, Project Accounting training, and process guidelines. For the Regi...