Wealth Management Specialist

2 weeks ago


Woburn, Massachusetts, United States Baystate Financial Full time
Unlock Your Potential as a Wealth Advisor

At 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 necessary to excel in this field. Our team will support you every step of the way, providing the tools and resources you need to thrive.

Key Responsibilities:

  • Client Acquisition and Marketing
  • Discovery and Needs Assessment
  • Financial Plan Development and Presentation
  • Implementation and Ongoing Service

What We Offer:

  • A competitive compensation package, with potential earnings ranging from $80,000 to $100,000 annually
  • A comprehensive training program, including reimbursement for study materials and licensing
  • A collaborative and supportive work environment, with opportunities for growth and development

About Baystate Financial:

We're a customer-centric, full-service financial firm with a rich history dating back to 1901. Our team of over 300 professionals and 200 support staff are dedicated to providing exceptional service and guidance to our clients. Join us and become a part of a dynamic team that's shaping the future of financial services.



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