Financial Services Professional

2 days ago


Holyoke, Massachusetts, United States Baystate Financial Full time
About the Role

As a Financial Advisor at Baystate Financial, you will be responsible for providing personalized financial guidance and services to clients. This includes formulating sound investment, insurance, and retirement strategies based on clients' individual goals and needs.

Key Responsibilities:

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

About the Ideal Candidate

We are seeking a motivated and client-focused individual who is passionate about helping people achieve their financial goals. The ideal candidate will have a strong desire to work in a client-facing role, be team-oriented, and have excellent communication and presentation skills.

Desirable Qualifications:

  • Experience in marketing, sales, or finance
  • Strong business acumen and entrepreneurial spirit
  • Ability to work in a fast-paced environment and adapt to changing circumstances

About the Career Path

At Baystate Financial, we offer a comprehensive training program to support your career development and success. Our experienced Managing Associates and Managing Directors will guide you through the onboarding process and provide ongoing mentorship and support.

Training and Development Opportunities:

  • Producer Life, Accident, and Health, SIE Exam, Series 7, and Series 63 training
  • One-on-one meetings with mentors for business development
  • Group classroom trainings taught by experienced advisors and industry experts
  • Office marketing support for lead/client acquisition
  • In-field coverage with prospective and current clients
  • Case design assistance from Baystate's sales desk and product specialists

About Baystate Financial

Baystate Financial is a leading financial services company that provides personalized financial guidance and services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals and secure their financial future.



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