Financial Representative

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, it’s providing the guidance, insight, results and service they need to secure their financial future.

The Role of a Financial Representative:

- 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?

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.

Training Program:

As a Financial Representative at Baystate Financial, you’ll 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 Baystate’s sales desk and product specialists

Career Development

As a successful new Financial Representativeyou will 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