What are the responsibilities and job description for the Associate Managing Director position at Baystate Financial?
Are you ready to take the next step in your financial career- beyond just building your own book?If you’re an Experienced Financial Advisor or Managing Associate who’s driven not only by personal success, but by leading, mentoring, and building teams, this opportunity was designed for you. At Baystate Financial, Managing Associates are entrepreneurial leaders.
You’ll continue to grow your own practice while recruiting, training, and developing the next generation of Advisors, partnering closely with the Managing Director to drive office growth and culture.This path isn’t for everyone, but for those with ambition, leadership instincts, and a competitive edge, the reward is long-term career freedom and impact.
Who We’re Looking For:
We are seeking a motivated leader with 1–3 years of experience as a Financial Advisor or in a Managing Associate role currently who has the ambition to:
- Recruit, mentor, and train incoming Financial Advisors
- Support and collaborate with the current Managing Director
- Play a key role in the growth and development of the Vermont office
If you’re energized by developing talent and building something bigger than yourself, this is your next move!
Why Baystate Financial? At Baystate Financial, we don’t just hire employees- we partner with leaders and entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting individuals who are driven to win and committed to growth.
What sets us apart:
- Entrepreneurial leadership role with firm-wide support
- Uncapped earnings – commissions, overrides, and leadership incentives
- Mentorship from top producers and senior leadership
- Proven recruiting, training, and development systems
- Marketing, technology, and operational support so you can focus on growth
- Recognition, incentives, and leadership advancement opportunities
What You’ll Do:
- Recruit and attract high-potential Advisor candidates to the Vermont office
- Mentor, coach, and train incoming Advisors through their early career stages
- Support the Managing Director with office growth initiatives and culture-building
- Continue to grow your own client base and advisory practice
- Build your own teaming vision
What It Takes:
- 1–3 years of experience as a Financial Advisor or Management/Career Development role in the Financial Industry
- Strong leadership ambition with a passion for mentorship and development
- High drive, self-motivation, and competitive spirit
- Ability to influence, coach, and inspire others
- U.S. Citizen or Permanent Resident (licenses/registrations required or obtainable)
What We Offer:
Medical, Dental & Vision
- 401(k) and retirement savings programs
- Life & Disability insurance
- Competitive incentives, trips, and recognition
To Apply: Please complete the survey link below, as a part of the selection process to be considered for this role-
https://go.cultureindex.com/p/xiVguz2YpvHB2nZW
WORK AUTHORIZATION REQUIREMENTS: To qualify, you must be a US Citizen or permanent resident. Our work environment requires in-office presence, so candidates must be local to Vermont.
Please reach out to the Director of Talent Management: Ashley Harris with any questions you may have at
-aharris@baystatefinancial.com