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.
#J-18808-Ljbffr