Financial Services Representative

4 weeks ago


Falmouth, Maine, United States Baystate Financial Full time
Job Overview

At Baystate Financial, we're seeking a skilled Financial Services Representative to join our team. As a comprehensive financial planner, you'll work closely with clients to understand their financial goals and develop customized plans to achieve them.

Key Responsibilities:

  • Client Acquisition & Marketing
  • Discovery
  • Case Development & Analysis
  • Financial Plan Presentation
  • Implementation
  • Ongoing Service

Our ideal candidate will have a Bachelor's degree in finance, business administration, or a related field, and a strong passion for helping others achieve their financial goals.

We offer a competitive compensation package, including a base salary of $80,000 - $100,000+ at plan commission. If you're a motivated and results-driven individual who is passionate about financial planning, we encourage you to apply.

What We Offer:

  • A comprehensive training program to help you succeed in your role
  • A supportive team environment that encourages collaboration and growth
  • The opportunity to work with a diverse range of clients and develop your skills in financial planning

About Baystate Financial:

Baystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services to individuals and businesses for over 120 years. We're committed to helping our clients achieve their financial goals and live a more secure and prosperous life.



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