Financial Services Practice Director

5 days ago


Boston, Massachusetts, United States Baystate Financial Full time

Financial Services Practice Director Position

Boston MA – Seaport Location

Are you ready to build an incredible future for yourself? One that allows for the financial freedom you have always wanted and an opportunity to help others achieve their goals? Do you have the attention to detail and desire to excel in the world of personal finance?

This path isn't for everyone, but for the fast paced, connective and driven individual who is willing to get after every day – incredible financial success is the result. In this role as part of the team your organizational ability to keep the "train on the tracks" while growing and serving others is a winning combination.

In this position you would support a well-established financial advisor by handling administrative and back-office tasks, freeing up time for client interaction. This hybrid role involves both administrative duties as well as technical paraplanning work, with the potential to grow into a more advanced position within the firm. While experience is preferred it is not required, and we will provide all training and resources.

This is a 3 day in office position with two days of hybrid work – we are open to discussion for the right candidate. Competitive base pay with performance incentives and benefits discussion as needed.

If interested, please send your resume to Greg Meahl at

and please complete the attached 10 minute survey as part of the application process via the link below.



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