Financial Services Representative
4 days ago
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Baystate Financial. As a Financial Services Representative, you will be responsible for providing comprehensive financial planning services to our clients, including investment management, insurance, and estate planning.
Job SummaryThis is an excellent opportunity to launch your career in the financial industry with a well-established and reputable company. Our team is committed to delivering exceptional client service and helping individuals achieve their financial goals.
About Baystate FinancialBaystate Financial has been providing guidance, insight, and results to its clients for over 120 years. With a team of over 300 professionals and 200 support staff, we offer a wide range of financial services, including investment management, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and more.
Responsibilities- Develop and implement comprehensive financial plans for clients, including investment, insurance, and estate planning strategies
- Provide ongoing financial guidance and support to clients, including regular reviews and updates
- Collaborate with other members of the team to ensure seamless delivery of financial services to clients
- Analyze client financial data and make recommendations for improvement
- Stay up-to-date on market trends and regulatory changes that may impact client financial decisions
- Bachelor's degree in finance, business administration, or a related field preferred
- Strong analytical and problem-solving skills, with ability to analyze complex financial data
- Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues
- Possess a strong understanding of financial markets, instruments, and products
- Demonstrate a commitment to continuous learning and professional development
We offer a competitive compensation package, including a base salary of $80,000 - $100,000 per year, plus potential earnings from commissions and bonuses. Our team is dedicated to delivering exceptional client service and helping individuals achieve their financial goals.
Baystate Financial is an equal opportunities employer, committed to diversity and inclusion in all aspects of our business.
If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity to join our team.
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