Experienced Entry-Level Financial Advisor – Comprehensive Training Program for a Rewarding Career in Financial Planning and Wealth Management

Join the Baystate Financial Team: Where Customer-Centricity Meets Professional Growth

Are you a motivated and ambitious individual looking to start a fulfilling career in financial planning and wealth management? Do you have a passion for helping others achieve their financial goals? Look no further than Baystate Financial, a leading provider of comprehensive financial services with a rich history spanning over 120 years. We are seeking talented and driven individuals to join our team as Entry-Level Financial Advisors, offering a unique opportunity for professional growth, skill development, and a competitive compensation package.

About Baystate Financial

Baystate Financial is a customer-centric, full-service financial firm dedicated to providing personalized financial solutions to individuals, families, and businesses. With a legacy dating back to 1901, we have established ourselves as one of the oldest and largest wealth management and financial services firms in New England. Our team of over 300 professionals and 200 support staff is committed to delivering exceptional service, guidance, and results to our clients. We pride ourselves on our simple yet effective culture, which emphasizes the importance of building long-term relationships, fostering a collaborative work environment, and investing in the growth and development of our team members.

Job Summary

As an Entry-Level Financial Advisor at Baystate Financial, you will play a critical role in helping our clients achieve their financial objectives. You will work closely with our experienced professionals to create customized financial plans, provide investment advice, and offer a range of financial products and services. Our comprehensive training program will equip you with the knowledge, skills, and expertise needed to succeed in this dynamic field. If you are eager to learn, grow, and make a meaningful impact in the lives of our clients, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Client Acquisition & Marketing: Identify new business opportunities, build relationships with potential clients, and develop a robust pipeline of leads.
• Discovery: Conduct in-depth interviews with clients to understand their financial goals, risk tolerance, and investment objectives.
• Case Development & Analysis: Gather and analyze financial data, develop comprehensive financial plans, and provide recommendations to clients.
• Financial Plan Presentation: Present financial plans to clients, address their concerns, and provide guidance on implementation.
• Implementation: Assist clients in implementing financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products.
• Ongoing Service: Provide ongoing support and service to clients, review their financial plans, and make adjustments as needed.

Qualifications

Essential Qualifications:

• Bachelor's Degree: A degree in finance, business administration, or a related analytical field is preferred.
• Professional Experience: 2-5 years of experience in client services, insurance, investments, financial services, or a related field.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret financial data and develop comprehensive financial plans.
• Communication Skills: Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.

Preferred Qualifications:

• Financial Planning Experience: Familiarity with financial planning principles and practices is a plus, but not required.
• Licenses and Certifications: Relevant licenses and certifications, such as Series 7 and 66, are desirable.

What We Offer

Competitive Compensation:

• Salary: A competitive salary range of $80,000 - $100,000+ per annum, depending on experience and performance.
• Commission: Opportunity to earn additional income through plan commissions.

Comprehensive Training Program:

• Roadmap to Success: A structured training program designed to equip you with the knowledge, skills, and expertise needed to succeed as a Financial Advisor.
• Study Materials and Licensing: Reimbursement for study materials and licensing fees.

Career Growth Opportunities:

• Professional Development: Ongoing training and development opportunities to help you grow professionally and achieve your career goals.
• Advancement Opportunities: Opportunities for advancement within the company, based on performance and experience.

Work Environment and Culture

At Baystate Financial, we pride ourselves on our collaborative and customer-centric culture. Our work environment is dynamic, supportive, and focused on helping our team members grow and succeed. While we offer remote work arrangements, occasional in-office presence is required. Candidates must be local to Burlington, VT.

Why Join Baystate Financial?

By joining our team as an Entry-Level Financial Advisor, you will be part of a legacy of excellence, innovation, and customer satisfaction. You will have the opportunity to:

• Make a Meaningful Impact: Help our clients achieve their financial goals and improve their lives.
• Grow Professionally: Develop your skills, knowledge, and expertise in a dynamic and supportive environment.
• Be Part of a Team: Collaborate with experienced professionals who are passionate about delivering exceptional service and results.

How to Apply

If you are a motivated and ambitious individual looking to start a rewarding career in financial planning and wealth management, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to:

We look forward to hearing from you and exploring how you can join our team and make a meaningful impact in the lives of our clients.