Financial Advisor Baystate Private Client Group - Baystate Financial

Baystate Financial is a holistic Financial Planning frim that strives to help high-net worth individuals and business owners achieve their goals. We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to deliver professional and comprehensive Financial Planning.

Since its founding in 1901, Baystate Financial has provided comprehensive financial services; asset management, life, long-term care, disability insurance and annuities. We have an in-house support team that specializes in estate, business succession, tax efficient planning as well as retirement and education funding strategies for our valued 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.

As an advisor at Baystate you will have access to a full suite of protection products, fee based planning solutions as well as unparalleled asset management tools through Baystate Wealth Management to meet your client's needs.

We realize financial strategy is more than managing money, it’s providing the guidance, insight, results and service your clients need to secure their financial future.

The Role of a Financial Advisor:

- Build your own Financial Planning Practice

- Client Acquisition & Marketing

- Client Financial Analytics & Case Development

- Financial Plan Design

- Sophisticated Asset Management and Protection Product Implementation

- On Going Service

Candidate Characteristics:

The right candidate for the advisor program at Baystate Financial comes from a wide variety of college majors, personal backgrounds, and life experiences. Generally, they have a few common shared characteristics or attributes:

- Motivated to work in a client facing role

- Desire to help people, including individuals, families, and businesses

- Team oriented, and comfortable with preparing and delivering presentations

- Competitive, with an entrepreneurial spirit and a vision to build and grow your own business

- High standards of integrity, competency, work ethic, and professionalism

- Experience with marketing, sales, or finance a plus

Your Career Path – Why Baystate Financial?

Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client, and we provide the product and sales support you need to maximize your time in front of clients.

Training Program:

As a Financial Advisor at Baystate Financial, you’ll have a Managing Associate and Managing Director that will be dedicated to guiding you through your on-boarding to the firm and will mentor you as a new advisor throughout the development of your career.

This training will include:

- Producer Life, Accident, and Health,SIE Exam, Series 7, and Series 63

- 1-1 meetings with mentor for business development

- Group classroom trainings taught by Advisors, Managers, CFAs, CFPs, JDs, CPAs, etc.

- Office marketing support for lead/client acquisition

- In – the – field coverage with prospective and current clients

- Case design assistance from Baystate’s sales desk and product specialists

Career Development

As a successful new advisor, continue to build your practice. Open your own office under the Baystate flag, and bring on a team of support staff. Or, transition to a leadership role and help grow the organization. Build your own team of junior advisors through your own recruiting, coaching, and mentorship program.

Your Business. Your Clients. Your Career. Your Compensation. Your Future.

Job Type: Full-time