Senior Financial Advisor

MassMutual; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

A financial services firm in Boston is seeking a Senior Financial Advisor to provide financial planning advice and retirement strategies. Candidates should have 2+ years of experience and a degree in Finance or a related field. This role offers flexibility with hybrid work arrangements and opportunities for professional development.

Qualifications

• 2+ years of experience in Financial Planning or Advisory.
• Experience with retirement planning strategies.
• Certifications such as CFP, CFA, or similar are a plus.

Responsibilities

• Provide financial planning advice and retirement strategies.
• Work closely with clients and team leaders to achieve financial goals.
• Collaborate with clients and team leaders to reach financial goals.

Skills

Expertise in Finance and Investments

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Communication skills

Education

Bachelor's or Master's degree in Finance, Economics, Business, or related field

Job description

Join to apply for the Senior Financial Advisor role at MassMutual.

3 weeks ago Be among the first 25 applicants.

About Us

Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. Headquartered in Boston, MA, with 16 offices throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and investment products. We focus on fostering a collaborative culture and supporting professional development.

Responsibilities

This is a full-time hybrid role for a Senior Financial Advisor at Baystate Financial in Falmouth, Maine, with flexibility for remote work. The advisor will provide financial planning advice, retirement strategies, and investment recommendations, working closely with clients and team leaders to help achieve their financial goals.

Requirements

• 2+ years of experience in Financial Planning or Advisory
• Expertise in Finance and Investments
• Experience with retirement planning strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Certifications such as CFP, CFA, or similar are a plus
• Bachelor's or Master's degree in Finance, Economics, Business, or related field

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

Note: The job posting is active and not expired.