Company Description

About Baystate Financial:

The culture at Baystate Financial is a simple one - we're a customer centric, full service financial firm. Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses. Baystate Financials' strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different. At Baystate Financial, our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are – and who we are – as a firm. Join Us!

Your Career Path – Why Baystate Financial?

Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client, and we provide the product and sales support you need to maximize your time in front of clients.

Job Description

The Role of a Financial Advisor:

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

Compensation:

TYPE

Paid

PAY RATE

Fee based

DURATION

Permanent

Company Details:

COMPANY SIZE

250 - 1,000 employees

INDUSTRY

Investment / Portfolio Management industry

COMPANY TYPE

Unknown

HEADQUARTERS

One Marina Park Drive, 16th Floor, Boston, MA 02210

WEBSITE

http://baystatefinancial.com

SOCIAL MEDIA

https://www.linkedin.com/company/baystate-financial-services

WORK AUTHORIZATION REQUIREMENTS:

US work authorization is required

Additional Information

All your information will be kept confidential according to EEO guidelines.