Financial Services Professional
2 weeks ago
Become a trusted resource for your clients and help them achieve their financial goals. As a Financial Advisor at Baystate Financial, you will work closely with clients to understand their individual needs and develop a personalized financial strategy. Our team will provide you with the support and resources you need to succeed, including training, marketing support, and access to a wide range of financial products and services.
The Role of a Financial Advisor- Client Acquisition and Marketing: Identify and pursue new business opportunities and develop effective marketing strategies to attract and retain clients.
- Discovery: Work with clients to understand their financial goals, risk tolerance, and time horizon.
- Case Development and Analysis: Develop and analyze financial plans to help clients achieve their goals.
- Financial Plan Presentation: Present financial plans to clients and provide recommendations for implementation.
- Implementation: Work with clients to implement their financial plans and provide ongoing support and guidance.
- On-Going Service: Provide ongoing service and support to clients to ensure their financial plans remain on track.
We are looking for motivated and dedicated individuals who are passionate about helping others achieve their financial goals. The ideal candidate will have a strong desire to work in a client-facing role, be team-oriented, and have a competitive spirit. Experience in marketing, sales, or finance is a plus, but not required.
Training and DevelopmentAs a Financial Advisor at Baystate Financial, you will receive comprehensive training and support to help you succeed in your career. Our training program includes:
- Producer Life, Accident, and Health, SIE Exam, Series 7, and Series 63 training.
- One-on-one meetings with a mentor for business development.
- Group classroom trainings taught by experienced advisors and industry experts.
- Office marketing support for lead/client acquisition.
- In-the-field coverage with prospective and current clients.
- Case design assistance from Baystate's sales desk and product specialists.
As a successful Financial Advisor at Baystate Financial, you will have the opportunity to build your own practice, open your own office, and bring on a team of support staff. You will also have the opportunity to transition to a leadership role and help grow the organization. Our goal is to provide you with the tools and support you need to succeed in your career and achieve your financial goals.
-
Financial Services Professional
4 weeks ago
Holyoke, Massachusetts, United States Baystate Financial Full timeAbout the RoleAs 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 MarketingDiscovery and Needs...
-
Financial Services Professional
2 weeks ago
Holyoke, Massachusetts, United States Baystate Financial Full timeJoin Baystate Financial as a Financial AdvisorBecome a trusted resource for your clients and help them achieve their financial goals. As a Financial Advisor at Baystate Financial, you will work closely with clients to understand their individual needs and develop a personalized financial strategy. Our team will provide you with the support and resources you...
-
Financial Services Professional
2 days ago
Holyoke, Massachusetts, United States Baystate Financial Full timeAbout the RoleAs 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 MarketingDiscovery and Needs...
-
Financial Services Professional
1 month ago
Holyoke, Massachusetts, United States Baystate Financial Full timeAbout the RoleAs 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 MarketingDiscovery and Needs...
-
Senior Financial Analyst
4 weeks ago
Holyoke, Massachusetts, United States U.S. Tsubaki Power Transmission, LLC Full timeJob SummaryU.S. Tsubaki Power Transmission, LLC is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and guidance to support business decisions.Key ResponsibilitiesFinancial Reporting: Prepare and analyze monthly financial statements,...
-
Senior Financial Analyst
4 weeks ago
Holyoke, Massachusetts, United States U.S. Tsubaki Power Transmission, LLC Full timeJob SummaryU.S. Tsubaki Power Transmission, LLC is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for preparing monthly financial statements and operational management reports, as well as maintaining department expense budget files and preparing monthly department actual to budget reporting.Key...
-
Vice President – Financial Planning
2 weeks ago
Holyoke, Massachusetts, United States Experis Full timeJob Title: Vice President – Financial Planning & AnalysisAbout the Role:We are seeking a highly skilled Vice President – Financial Planning & Analysis to join our team at Experis. As a key member of our finance department, you will be responsible for managing the Bank's Asset Liability Management (ALM) process and overseeing the quarterly ALM reporting...
-
Vice President – Financial Planning and Analysis
2 weeks ago
Holyoke, Massachusetts, United States Experis Full timeJob Title: Vice President – Financial Planning and AnalysisJob Summary:We are seeking a highly skilled Vice President – Financial Planning and Analysis to join our team at Experis. The successful candidate will be responsible for managing the Bank's Asset Liability Management (ALM) process, overseeing the quarterly ALM reporting to the Asset Liability...
-
Senior Financial Analyst
3 weeks ago
Holyoke, Massachusetts, United States U.S. Tsubaki Power Transmission, LLC Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at U.S. Tsubaki Power Transmission, LLC. As a Senior Accountant, you will be responsible for preparing monthly financial statements and operational management reports, maintaining department expense budget files, and providing analysis and compilation of work order and purchase...
-
Electrical Technician
2 weeks ago
Holyoke, Massachusetts, United States SNI Financial Full timeElectrical Technician Job DescriptionSNI Financial is seeking a skilled Electrical Technician to join our team. As an Electrical Technician, you will be responsible for installing, maintaining, and repairing electrical systems and equipment in our manufacturing facility.Key Responsibilities:Plan and execute electrical operations for the installation,...
-
Senior Financial Analyst
2 weeks ago
Holyoke, Massachusetts, United States U.S. Tsubaki Power Transmission, LLC Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at U.S. Tsubaki Power Transmission, LLC. As a Senior Accountant, you will be responsible for preparing monthly financial statements and operational management reports, as well as maintaining department expense budget files and preparing monthly department actual to budget...
-
Healthcare Professionals Wanted
4 weeks ago
Holyoke, Massachusetts, United States Millbrook Support Services Inc Full timeJoin Our Team of Dedicated Healthcare ProvidersMillbrook Support Services Inc is a leading provider of healthcare staffing solutions. We are seeking highly skilled and compassionate Licensed Practical Nurses (LPNs) to join our team.Key Responsibilities:Care for patients with empathy and understandingCommunicate effectively with medical team membersMaintain...
-
Network Services Supervisor
7 days ago
Holyoke, Massachusetts, United States ISO New England Full timeJob Title: Network Services SupervisorISO New England is seeking a highly skilled Network Services Supervisor to join our team. As a key member of our IT department, you will be responsible for managing the daily operations and long-term network projects in support of our enterprise, markets, and planning network functions.Key Responsibilities:Lead and...
-
Medical Biller
3 weeks ago
Holyoke, Massachusetts, United States MiraVista Behavioral Health Center LLC Full timeMedical Biller Role at MiraVista Behavioral Health Center LLC **Job Summary:** We are seeking a skilled Medical Biller to join our team at MiraVista Behavioral Health Center LLC. As a Medical Biller, you will play a critical role in ensuring the accurate and timely processing of medical claims. **Responsibilities:** * Process and post medical claims for...
-
Licensed Practical Nurse
3 weeks ago
Holyoke, Massachusetts, United States Genesis Healthcare Services Full timeJob SummaryWe are seeking a skilled Licensed Practical Nurse to join our team at Renaissance Manor on Cabot. As a LPN, you will play a vital role in delivering high-quality patient care and contributing to a positive clinical outcome.Key ResponsibilitiesEvaluate patients/residents to collect data, observe condition, and report changes in condition.Contribute...
-
Perioperative Services Director
2 weeks ago
Holyoke, Massachusetts, United States Kirby Bates Associates Full timeJob Title: Executive Director, Perioperative ServicesKirby Bates Associates is proud to partner with Valley Health System, Inc., Holyoke Medical Center, to lead a national search for their next Executive Director, Perioperative Services. This is an exceptional opportunity to join a dynamic team and contribute to the delivery of high-quality, patient-centered...
-
Traveling Healthcare Professional
4 weeks ago
Holyoke, Massachusetts, United States Bluepipes Full timeJob Opportunity with BluepipesWe are seeking an experienced Emergency Department Registered Nurse for a travel nursing assignment with Bluepipes.Job Details:Shift: 3x12 hour nightsDuration: 14 weeksPay: $2026 per weekAbout Bluepipes:We are a leading healthcare staffing organization that provides innovative solutions to meet the staffing needs of healthcare...
-
Licensed Practical Nurse
1 week ago
Holyoke, Massachusetts, United States Genesis Healthcare Services Full timeJob SummaryGenesis Healthcare Services is seeking a Licensed Practical Nurse (LPN) to join our team in Holyoke, MA. As an LPN, you will play a vital role in providing high-quality patient care and contributing to the success of our healthcare team.ResponsibilitiesEvaluate patients/residents to collect data, observe condition, and report changes in...
-
Nurse Practitioner
4 days ago
Holyoke, Massachusetts, United States Genesis Healthcare Services Full timeJob SummaryWe are seeking a skilled Registered Nurse - RN to join our team at Renaissance Manor on Cabot. As a part-time RN, you will provide high-quality patient care and work collaboratively with our nursing team to deliver exceptional healthcare services.Key ResponsibilitiesPerform nursing assessments and develop effective plans of care in collaboration...
-
Licensed Practical Nurse
5 days ago
Holyoke, Massachusetts, United States Genesis Healthcare Services Full timeJob SummaryWe are seeking a skilled Licensed Practical Nurse to join our team at Renaissance Manor on Cabot. As a key member of our healthcare team, you will provide high-quality nursing care to our patients while working collaboratively with our interdisciplinary team.ResponsibilitiesEvaluate patients/residents to collect data, observe condition, and report...