Wealth Management Specialist
6 days ago
At Baystate Financial, we're committed to empowering you to succeed in the ever-evolving financial industry. As a Wealth Advisor Hybrid, you'll have the opportunity to develop a wide range of specialized skills, from investments to insurance, and help your clients achieve their full financial picture.
Key Responsibilities:- Client Acquisition and Marketing: Develop strategies to attract and retain clients, and build strong relationships with existing ones.
- Discovery: Conduct thorough financial assessments to understand clients' needs and goals.
- Case Development and Analysis: Create customized financial plans tailored to each client's unique situation.
- Financial Plan Presentation: Clearly communicate financial recommendations to clients and help them implement their plans.
- Implementation: Work with clients to implement financial recommendations, such as life insurance, savings plans, and investments.
- Ongoing Service: Provide ongoing support and guidance to clients to ensure they stay on track with their financial goals.
- No experience is necessary - we'll provide comprehensive training and support to help you succeed.
- Potential earnings: With dedication and hard work, you can potentially earn $80,000 - $100,000 annually.
We're looking for individuals who are passionate about helping others achieve their financial goals. If you're a motivated and detail-oriented professional with a strong work ethic, we encourage you to apply. Our work environment requires occasional in-office presence, so candidates must be local to Haverhill, Massachusetts.
Qualifications: A Bachelor's degree in finance, business administration, or a related field is preferred. Compensation: $80,000 - $100,000+ at plan commission.
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Wealth Management Specialist
3 weeks ago
Woburn, Massachusetts, United States Baystate Financial Full timeUnlock Your Potential as a Wealth AdvisorAt Baystate Financial, we're committed to helping you succeed in the ever-evolving financial industry. As a Wealth Advisor, you'll play a vital role in creating customized financial plans that cater to the unique needs of our clients.With our comprehensive training program, you'll gain the skills and knowledge...
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Wealth Management Advisor
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Woburn, Massachusetts, United States Baystate Financial Full timeJob DescriptionAt Baystate Financial, we are seeking a highly motivated and detail-oriented Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and guidance to our clients, helping them achieve their financial goals and secure their financial futures.About the Role:Develop and implement...
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1 month ago
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Collections Specialist
4 weeks ago
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Collections Specialist
1 month ago
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