Junior Partner
: Job Details :

Company Description:

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

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