Financial Services Professional

Job Description

Job Description

Are you ready to achieve financial freedom?

Ready to take control of your future by putting in the hard work that leads to success?

This path isn’t for everyone, but for the driven individual who is willing to get after every day – freedom is the result with uncapped earnings.

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. We have the systems, support, processes and people to help you accelerate your success. At Baystate Financial, our team is the very fabric of our firm.

What about benefits?

• Medical coverage plus Dental and Vision
• Life and Accidental Death and Dismemberment
• Short- & Long-Term Disability
• Health Spending Accounts (HSA)
• Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
• Top Producer Incentives
• Adoption Assistance

How’s the pay?

You decide. Your income potential is only as limited as your ambition. You have the ability to earn competitive commissions, incentives and bonuses.

WORK AUTHORIZATION REQUIREMENTS:

To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in-office presence, so candidates must be local to Boston, MA.

$80,000 - $100,000+ at plan commission

What will I be doing?

As a Financial Services Professional, you’ll get to help people navigate challenges like preparing for retirement, saving for personal goals, and more. You’ll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following:

• Comprehensive training and development programs
• Mentorship program with seasoned advisors
• Diverse network of experienced advisors
• Dynamic marketing support and services
• World-class product solutions
• Leading-edge technology
• Road map for success

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• 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 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.

We are Baystate Financial , and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning 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 throughout the country.