Senior Financial Advisor

MassMutual; Colchester (VT); Hybrid; USD 65,000 - 400,000; Full time

Job summary

A leading financial services firm is looking for a Senior Financial Advisor in Colchester, Vermont. This hybrid role requires expertise in financial planning and investment strategies, with the responsibility of advising clients to meet their financial goals. The ideal candidate will have relevant experience and strong communication skills. Certifications like CFP or CFA are advantageous.

Qualifications

• 2+ years of Financial Planning and Financial Advisory experience.
• Certifications such as CFP, CFA, or equivalent are a plus.

Responsibilities

• Provide financial planning advice and strategies.
• Work closely with clients to help them achieve financial goals.

Skills

Financial Planning

Finance Expertise

Retirement Planning

Analytical Skills

Communication Skills

Interpersonal 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

Join to apply for the Senior Financial Advisor role at MassMutual

Get AI-powered advice on this job and more exclusive features.

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.

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 Colchester, Vermont 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 and 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
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at MassMutual by 2x

Sign in to set job alerts for “Senior Financial Advisor” roles.

Plattsburgh, NY $65,000.00-$70,000.00 2 weeks ago

Burlington, VT $120,000.00-$400,000.00 18 hours ago

Financial Advisor - NorthCountry Federal Credit Union

Personal Financial Counselor, Assignment Ready Counselor- Vermont

Burlington, VT $53,125.00-$84,995.00 1 month ago

Personal Financial Counselor, Assignment Ready Counselor- Vermont

South Burlington, VT $53,125.00-$84,995.00 1 month ago

Business Development Manager - Northern States (VT)- VP

Colchester, VT $110,000.00-$185,000.00 3 weeks ago

Plattsburgh, NY $55,000.00-$65,000.00 2 weeks ago

South Burlington, VT $78,200.00-$100,000.00 2 weeks ago

Colchester, VT $33,280.00-$85,000.00 2 days ago

South Burlington, VT $78,200.00-$100,000.00 2 weeks ago

Colchester, VT $33,280.00-$85,000.00 3 days ago

Colchester, VT $33,280.00-$85,000.00 3 weeks ago

Essex Junction, VT $23.00-$25.00 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.