Junior Advisor

Are you ready to take your financial advisory career to the next level—or start a new journey in the industry?

Baystate Finacial's Providence, Rhode Island office is building a dynamic team and looking for motivated individuals who want to grow with the backing of a supportive, resource-rich environment!

Here’s what you can expect when you join us:

· Lead Generation Support We provide qualified leads and marketing assistance so you can focus on building relationships and delivering value.

· Office Administration Assistance Our dedicated support staff handles scheduling, paperwork, and client onboarding—freeing you up to focus on your clients.

· One-on-One Mentorship You’ll be paired with an experienced advisor who will offer personalized guidance to help you navigate your career path, refine your skills, and build confidence.

· Licensing Support Whether you're new to the industry or expanding your credentials, we’ll help you obtain key licenses (e.g., Series 7, Series 66, insurance licenses) to set you up for long-term success.

· Collaborative Team Culture Work alongside professionals who believe in sharing knowledge, celebrating wins, and growing together.

Who We’re Looking For:

· Licensed or aspiring financial advisors

· Entrepreneurial, self-motivated, and client-focused individuals

· Professionals committed to ethical, long-term client relationships

What about benefits?

• Medical coverage plus Dental and Vision
• Life and Accidental Death and Dismemberment
• Short- & Long-Term Disability
• Health Spending Accounts (HSA)
• Total Retirement Savings Program (401(k) and non-qualified thrift plan)
• Top Producer Incentives

How’s the pay?

You decide. Your income potential is only as limited as your ambition. You have the ability to earn competitive commissions, incentives and bonuses.

About Baystate Financial:

We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning 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 throughout the country.

WORK AUTHORIZATION REQUIREMENTS:

To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in-office presence, so candidates must be local to Providence, RI.

If you're ready to grow your career in a supportive and empowering environment, we’d love to connect! Apply directly to learn more about joining this team or reach out to:

aharris@baystatefinancial.com