Senior Financial Advisor

MassMutual; Falmouth (ME); Hybrid; USD 90,000 - 130,000; Full time

Job summary

A leading financial services firm in Falmouth, Maine is seeking a Senior Financial Advisor. This hybrid role requires experience in financial planning and investment strategies. You will provide tailored financial advice to clients, helping them reach their financial goals while collaborating with a team of advisors. A Bachelor's or Master's degree in Finance or related field is required, along with strong communication and analytical skills.

Qualifications

• 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
• CFP, CFA, or equivalent certifications are a plus
• Bachelor's or Master's degree in Finance, Economics, Business, or related field

Responsibilities

• Provide financial planning advice, finance expertise, and investment recommendations.
• Work closely with clients to achieve their financial goals.
• Assist in retirement planning strategies.

Skills

Financial Planning

Finance Expertise

Retirement Planning

Analytical Skills

Communication Skills

Interpersonal Abilities

Education

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

CFP or CFA certification

Job description

Join to apply for the Senior Financial Advisor role at MassMutual

Join to apply for the Senior Financial Advisor role at MassMutual

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