Financial Planning Advisor - Hybrid at Baystate Financial

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$80,000 - $100,000+ at plan commission

Responsibilities:

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

• Client Acquisition & Marketing
• Discovery
• Case Development & Analysis
• Financial Plan Presentation
• Implementation
• Ongoing Service

Qualifications:

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

• 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!