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Baystate Financial · 17 hours ago

Financial Planning Specialist

Boston, MA

Full-time

Onsite

Mid Level

$75K/yr - $125K/yr

3+ years exp

Baystate Financial is a company that specializes in developing personalized financial plans for high-net-worth individuals and business owners. The Financial Planning Specialist plays a vital role in providing support to financial advisors by delivering client-centered guidance and developing strategic financial plans.

BankingCrowdfundingFinancial ServicesVenture Capital

Growth Opportunities

Responsibilities

Leverage eMoney financial planning software to model scenarios, evaluate strategies, and explore implementation paths

Design clear, actionable advice tailored to client goals, applying technical knowledge of planning issues impacting individuals and closely held businesses

Incorporate insights from subject-matter experts to enhance and refine recommendations, including tax, product and estate planning experts

Monitor and track the progress of planning engagements, ensuring financial advisors are kept informed

Join client meetings and present planning insights on behalf of the advisor as needed

Champion the value of financial planning both internally and externally, helping to elevate the firm’s overall planning offering

Qualification

Financial planning processEMoney financial planning softwarePresentation skillsInterpersonal skillsBachelor’s degreeOrganizational skillsCommunication skillsTeam collaboration

Required

Bachelor's degree or equivalent professional experience

Strong understanding of the financial planning process and best practices

Ability to work independently while thriving in a collaborative team environment

Exceptional communication skills

Strong presentation and interpersonal skills

Highly organized, with the ability to manage multiple priorities and meet deadlines

Preferred

3+ years of experience preparing comprehensive financial plans

Familiarity with eMoney Advisor or similar financial planning software is a plus

Benefits

401(k)

401(k) matching

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Professional development assistance

Referral program

Vision insurance

Company

Baystate Financial

Baystate Financial is a financial services company in Boston, MA.

Founded in 1901

Boston, Massachusetts, USA

501-1000 employees

http://baystatefinancial.com

Funding

Current Stage

Late Stage

Leadership Team

Brad Simonds

Chief Supervisory Officer

Bryan Morrell

Partner

Recent News

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Baystate Financial Announces Retirement of Managing Partner Dave Porter, Passing Leadership to Andrew Cleary

2025-12-02

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2025-05-17

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Company data provided by crunchbase