Financial - Wealth Management Advisor - Hybrid
Company: Baystate Financial
Location: Braintree
Posted on: October 1, 2024
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Job Description:
Why Choose Baystate Financial for Your Career Path?
In today's intricate industry, there is a demand for a diverse set
of specialized skills that only a few financial professionals
possess individually. Baystate Financial recognizes the importance
of prioritizing YOU as the client and offers the necessary product
and sales support to optimize your time spent with clients.
As a financial professional at Baystate Financial, your main focus
will revolve around comprehensive financial planning, encompassing
investments, insurance, and addressing your clients' entire
financial landscape. You will develop tailored financial plans that
cater to each client's specific needs, considering potential life
changes and evolving financial requirements. Additionally, you will
assist clients in implementing recommended financial strategies,
such as life insurance, savings plans, mutual funds, and other
relevant products.
What you get!
--- No experience is needed, we will fully train you with a
road-to-success roadmap. We will reimburse you for any study
materials and licensing.
--- Potential earnings; If you follow the roadmap you can
potentially earn anywhere from $80,000 - $100,000 annually
Our work environment requires an occasional in-office presence, so
candidates must be local to Plymouth, Massachusetts.
WEBSITEhttp://baystatefinancial.com
SOCIAL
MEDIAhttps://www.linkedin.com/company/baystate-financial-services
Responsibilities:
--- Client Acquisition and Marketing
--- Discovery
--- Case Development and Analysis
--- Financial Plan Presentation
--- Implementation
--- Ongoing Service
Qualifications:
--- A Bachelor's degree in finance, business administration, or an
alternate related analytical field is preferred
About Company:
The culture at Baystate Financial is a simple one - we're a
customer-centric, full-service financial firm. Since its founding
in 1901, Baystate Financial has provided comprehensive financial
services, life and disability insurance, estate planning, business
succession planning, retirement funding, education funding
strategies, and investment management to a diverse client base.
More than a century of providing guidance, insight, and results has
made Baystate Financial one of the oldest and largest wealth
management and financial 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. At Baystate
Financial, our team is the very fabric of our firm. This is a place
where bright, motivated individuals can make an impact,
contributing in meaningful ways to what we are - and who we are -
as a firm. Join Us!
Keywords: Baystate Financial, Boston , Financial - Wealth Management Advisor - Hybrid, Accounting, Auditing , Braintree, Massachusetts
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