Financial Planner - Wealth Advisor
Company: Baystate Financial
Posted on: November 15, 2023
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 provide the
product and sales support you need to maximize your time in front
Your primary focus will be comprehensive financial planning ranging
from investments to insurance and helping your clients with their
full financial picture. You will create customized financial plans
suitable for each client based on potential life changes and
changing financial needs. You will also help clients implement
financial recommendations such as life insurance, savings plans,
mutual funds, and other financial 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 to success you
can potentially earn anywhere from $80 - $100k/annually.
Our work environment requires occasional in-office presence, so
candidates must be local to Boston, Massachusetts.
--- Client Acquisition & Marketing
--- Case Development & Analysis
--- Financial Plan Presentation
--- Ongoing Service
--- A Bachelor's degree in finance, business administration, or an
alternate related analytical field is preferred.
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, Cambridge , Financial Planner - Wealth Advisor, Accounting, Auditing , Cambridge, Massachusetts
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