Financial - Wealth Management Advisor - Hybrid

Company: Baystate Financial
Location: Boston
Posted on: November 2, 2024

Job Description:

Why Choose Baystate Financial for Your Career Path?

In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients.

As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant products.

What you get!



--- No experience is needed, we will fully train you with a road-to-success roadmap. We will reimburse you for any study materials and licensing.
--- Potential earnings; If you follow the roadmap you can potentially earn anywhere from $80,000 - $100,000 annually

Our work environment requires an occasional in-office presence, so candidates must be local to Plymouth, Massachusetts.
WEBSITEhttp://baystatefinancial.com
SOCIAL MEDIAhttps://www.linkedin.com/company/baystate-financial-services

Responsibilities:
--- Client Acquisition and Marketing
--- Discovery
--- Case Development and Analysis
--- Financial Plan Presentation
--- Implementation
--- Ongoing Service

Qualifications:
--- A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred

About Company:
The culture at Baystate Financial is a simple one - we're a customer-centric, full-service financial firm. Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. At Baystate Financial, our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are - and who we are - as a firm. Join Us!

Keywords: Baystate Financial, Portland , Financial - Wealth Management Advisor - Hybrid, Accounting, Auditing , Boston, Maine