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 provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be comprehensive financial planning ranging from investments to insurance and helping your clients with their full financial picture. You will create customized financial plans suitable for each client based on potential life changes and changing financial needs. You will also help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products. What you get! • 2-5 years of professional experience is required. Familiarity with financial planning is a plus, but it is not necessary. 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 to success you can potentially earn anywhere from $80,000 - $100,000 commission annually. Our work environment requires occasional in-office presence, so candidates must be local to Boston, MA. WEBSITE http://baystatefinancial.com SOCIAL MEDIA https://www.linkedin.com/company/baystate-financial-services Responsibilities: • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Client Acquisition & Marketing • Discovery • Case Development & Analysis • Financial Plan Presentation • Implementation • Ongoing Service Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred. • 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field. • Familiarity with financial planning is a plus, but it is not necessary. Compensation: $80,000 - $100,000+ at plan commission

• Client Acquisition & Marketing • Discovery • Case Development & Analysis • Financial Plan Presentation • Implementation • Ongoing Service