Financial Services Professional

1 week ago


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

Baystate Financial is a leading financial services company that provides personalized investment, insurance, and retirement strategies to individuals, families, and businesses.

The Role of a Financial Advisor

As a Financial Advisor at Baystate Financial, you will be responsible for:

  • Client Acquisition and Marketing: Identify and acquire new clients through various marketing strategies and build strong relationships with existing clients.
  • Discovery: Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
  • Case Development and Analysis: Develop and analyze financial plans to meet clients' needs and goals.
  • Financial Plan Presentation: Present financial plans to clients and provide recommendations for investment, insurance, and retirement strategies.
  • Implementation: Implement financial plans and provide ongoing service to clients.
Candidate Characteristics

We are seeking motivated and driven individuals who possess the following characteristics:

  • Motivated to work in a client-facing role.
  • Desire to help people, including individuals, families, and businesses.
  • Team-oriented and comfortable with preparing and delivering presentations.
  • Competitive and entrepreneurial spirit with a vision to build and grow your own business.
  • High standards of integrity, competency, work ethic, and professionalism.
Training Program

As a Financial Advisor at Baystate Financial, you will receive comprehensive training and support to help you succeed in your career. This 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, managers, 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.
Career Development

As a successful Financial Advisor, you will have opportunities to build your practice, open your own office, and transition to leadership roles. You will also have the opportunity to build your own team of junior advisors and develop your own recruiting, coaching, and mentorship program.



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