Job Details
About the job
Elevating your Practice with Baystate Financial-
Job description: Looking to elevate your practice? Baystate Financial is actively hiring for Financial Professionals with experience in the industry 3+ years, or more! Looking for Experienced Advisors who have their Life/Accident and Health licensing + Investment licenses.
About Baystate Financial:
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. Baystate Financials' strategy is tailored to help fulfill their client s individual goals, with the understanding that every client s goals are different. 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!
The Role of a Financial Advisor:
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Financial Plan Presentation
- Implementation
- On Going Service
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.
Compensation:
TYPE
Paid
PAY RATE
Fee based
DURATION
Permanent
Company Details:
COMPANY SIZE
250 - 1,000 employees
INDUSTRY
Investment / Portfolio Management industry
COMPANY TYPE
Unknown
HEADQUARTERS
One Marina Park Drive, 16th Floor, Boston, MA 02210
WEBSITE
SOCIAL MEDIA
WORK AUTHORIZATION REQUIREMENTS:
US work authorization is required
Contact Information:
Ashley Harris ...@baystatefinancial.com