Job Description
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 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?
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 Advisor 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 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