Senior Financial Advisor

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