What are the responsibilities and job description for the Wealth Advisor position at Baystate Financial?
Build a Future That Matters - For You and Others - Wealth Advisor at Ocean State Financial –
Warwick Rhode Island
Are you ready to create an extraordinary future — one that delivers the financial freedom you’ve always envisioned and empowers you to help others achieve their goals?
This path isn’t for everyone. It’s for the fast-paced, highly connected, and driven individual who shows up every day ready to make things happen. For those who do, the rewards are exceptional — both personally and financially.
We’re looking for an individual who shares our passion for serving clients with care, professionalism, and attention to detail. In this role, you will work directly with an assigned group of existing clients, helping them with their financial planning and investment needs. While you won’t be responsible for bringing in new business, we welcome and encourage growth-minded advisors who naturally build strong connections and referrals over time.
- Fully licensed (FINRA Series 7 and 66 or equivalent, plus state insurance licenses).
- CFP® designation preferred, or willingness to pursue within a set timeframe.
- Some experience in financial services, including direct client interaction.
- Personable, approachable, and able to connect with clients on a human level.
We are a dynamic organization that works in a great culture of “team first.” Competitive compensation package with salary performance-based incentives and a robust benefits package including health and retirement benefits.
If interested in this position, please send your resume to Ashley Harris at aharris@baystatefinancial.com and please complete the survey through the link below as part of the application process-
https://go.cultureindex.com/p/dBG3BVJkXMWXTi