Internal Application: Financial Planning Internal Case Consultant

Financial Planning Internal Case Consultant

Reports to: Director of Financial Planning

About The Company:

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 Overview:

Responsible for designing and developing customized financial strategies and recommendations for individuals and business owners.

Key Responsibilities:

• Utilize financial planning software to input data, model strategies, calculate solutions, and explore implementation options.
• Develop actionable, client-centric financial plans, coordinating with paraplanners for data entry as needed.
• Apply expertise in tax and planning issues affecting high-net-worth individuals and business owners.
• Gather insights from specialists to enhance financial strategies.
• Prepare correspondence and track financial plan progress
• Draft tailored recommendations for high-net-worth clients, business owners, business succession, and special needs planning.
• Advocate for the firm’s financial planning value proposition.
• Maintain required licensing, registration, and continuing education.

Required Skills & Competencies:

• Bachelor’s Degree or equivalent experience and expertise
• Strong understanding of the financial planning process
• Ability to work independently while contributing to team success
• Excellent communication, writing, and research skills
• Highly organized with the ability to manage multiple projects and deadlines

Preferred Qualifications:

• Experience preparing financial plans, ideally 1+ years
• Familiarity with eMoney Advisor software is a plus

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