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Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your backbone, will help identify a broad range of financial products and services to complement our personalized approach for the client. Baystate Financial advisors go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize their financial strategy is more than managing money, its providing theguidance,insight,resultsandservicethey need to secure their financial future.
The Role of a Financial Advisor:
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Financial Plan Presentation
- Implementation
- On Going Service
Candidate Characteristics:
The right candidate for the advisor program at Baystate Financial comes from a wide variety of college majors, personal backgrounds, and life experiences. Generally, they have a few common shared characteristics or attributes:
- Motivated to work in a client facing role
- Desire to help people, including individuals, families, and businesses
- Team oriented, and comfortable with preparing and delivering presentations
- Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
- High standards of integrity, competency, work ethic, and professionalism
- Experience with marketing, sales, or finance a plus
Your Career Path Why Baystate Financial?
Todays 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.
Training Program:
As a Financial Advisor at Baystate Financial, youll have a Managing Associate and Managing Director that will be dedicated to guiding you through your on-boarding to the firm and will mentor you as a new advisor throughout the development of your career.
This training will include:
- Producer Life, Accident, and Health,SIE Exam, Series 7, and Series 63
- 1-1 meetings with mentor for business development
- Group classroom trainings taught by Advisors, Managers, CFAs, CFPs, JDs, CPAs, etc.
- Office marketing support for lead/client acquisition
- In the field coverage with prospective and current clients
- Case design assistance from Baystates sales desk and product specialists
Career Development
As a successful new advisor, continue to build your practice. Open your own office under the Baystate flag, and bring on a team of support staff. Or, transition to a leadership role and help grow the organization. Build your own team of junior advisors through your own recruiting, coaching, and mentorship program.
Your Business. Your Clients. Your Career. Your Compensation. Your Future.
Job Type: Full-time
Full Time
$88k-113k (estimate)
05/02/2024
05/20/2024
bostonwealthstrategies.com
Boston, NY
<25
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.