Financial Services Representative
4 weeks ago
At Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you will play a crucial role in providing comprehensive financial planning and guidance to our clients.
Your primary focus will be on creating customized financial plans that cater to each client's unique needs and goals. You will work closely with our team to develop and implement financial recommendations, including investments, insurance, and other financial products.
We offer a supportive work environment and a clear roadmap for success. With our comprehensive training program, you'll have the opportunity to develop your skills and advance your career in the financial services industry.
Key Responsibilities:
- Client Acquisition and Marketing
- Discovery and Needs Assessment
- Financial Plan Development and Presentation
- Implementation and Ongoing Service
Requirements:
- Bachelor's degree in finance, business administration, or a related field
About Baystate Financial:
With over a century of experience, Baystate Financial is a leading wealth management and financial services firm in New England. Our team of over 300 professionals and 200 support staff are dedicated to providing exceptional service and guidance to our clients.
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