Career Opportunities in Financial Planning

4 weeks ago


Bonita Springs, Florida, United States Baystate Financial Full time

Your Career Path - Why Baystate Financial?

Today's complex industry demands 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 of clients.

Your primary focus will be on 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.

No experience is needed, as we will fully train you with a road-to-success roadmap.

We will reimburse you for any study materials and licensing.

Our work environment requires occasional in-office presence, so candidates must be local to the area.

Key Responsibilities:

  • Case Development & Analysis
  • Financial Plan Presentation
  • Implementation

Requirements:

  • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.


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