Massmutual
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Senior Financial Advisor
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MassMutual 3 weeks ago Be among the first 25 applicants Join to apply for the
Senior Financial Advisor
role at
MassMutual About Us
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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 Worcester, MA 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
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at MassMutual by 2x Get notified about new Senior Financial Advisor jobs in
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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 About Us
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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 Worcester, MA 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
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at MassMutual by 2x Get notified about new Senior Financial Advisor jobs in
Worcester, MA . Financial Advisor - Worcester, MA and Surrounding Westborough, MA $120,000.00-$200,000.00 21 hours ago Assistant Town Manager - Administration & Finance Massachusetts, United States $74,100.00-$123,500.00 4 days ago Assistant Town Manager - Administration & FinanceFinancial Solutions Advisor - Western MA MarketFinancial Solutions Advisor - Western MA MarketFinancial Solutions Advisor - Western MA Market Worcester, MA $48,000.00-$100,000.00 1 week ago Financial Solutions Advisor - Northern MA MarketWealth Strategist – Director of Financial Planning Westborough, MA $150,000.00-$200,000.00 6 days ago Financial Solutions Advisor - Acton Financial CenterRelationship Banker I Milford South Main BranchSenior Advisory Specialist - New England/Boston Massachusetts, United States $135,000.00-$170,000.00 6 days ago Relationship Banker I Marlborough Branch Massachusetts, United States $125,000.00-$135,000.00 4 days ago Massachusetts, United States 59 minutes ago Relationship Banker I Worcester Grafton Branch Woonsocket, RI $66,330.00-$145,860.00 2 weeks 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