Senior Financial Advisor Position Available In Collier, Florida
Tallo's Job Summary: The Senior Financial Advisor position at Baystate Financial in Bonita Springs, Florida offers a full-time hybrid role, providing comprehensive financial planning services, retirement planning, investment recommendations, and financial advisory. Qualifications include financial planning skills, finance and investment advisory experience, strong knowledge of financial products, and relevant certifications like CFP or CFA. Compensation is fee-based, with permanent duration. Contact Ashley Harris at aharris@baystatefinancial.com for more information.
Job Description
Job description
Company Description:
Looking to elevate your practice and transition to a new firm? Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help clients gain clarity, leverage, and financial independence by providing informed and appropriate financial solutions.
Role Description:
This is a full-time hybrid role for a Senior Financial Advisor at our Bonita Springs, Florida location. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including retirement planning, investment recommendations, and financial advisory. You will also collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth. This role encompasses both in-office and remote work.
Qualifications:
Financial Planning and Retirement Planning skills Experience in Finance and Investment Advisory Strong knowledge of financial products and services Excellent communication and interpersonal skills Ability to build and maintain client relationships Attention to detail and strong analytical skills Relevant certifications (e.g., CFP, CFA) are a plus Bachelor’s degree in Finance, Economics, or related field
Compensation:
TYPE Paid
PAY RATE
Fee based
DURATION
Permanent
HYBRID MODEL
Company Details:
COMPANY SIZE 250 – 1,000
employees
INDUSTRY
Investment / Portfolio Management industry
COMPANY TYPE
Unknown
HEADQUARTERS
One Marina Park Drive, 16th Floor, Boston, MA 02210 WEBSITE http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
WORK AUTHORIZATION REQUIREMENTS
US work authorization is required
Contact Information:
Ashley Harris aharris@baystatefinancial.com
