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!
- 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 to success you can potentially earn anywhere from $80,000 - $100,000 annually.
Our work environment requires occasional in-office presence, so candidates must be local to Falmouth, Maine.
WEBSITE
http : / / baystatefinancial.com
SOCIAL MEDIA
https : / / www.linkedin.com / company / baystate-financial-services
Compensation :
$80,000 - $100,000+ at plan commission
Responsibilities :
- Client Acquisition & Marketing
- Discovery
- Case Development & 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!
Entry-Level Financial Advisor - Hybrid
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 als...
Entry-Level Financial Advisor - Hybrid
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 als...
Entry Level Virtual Sales Consultant: Financial Services & Insurance Sector
We are looking for a few individuals that are result-oriented individual with a passion for sales and a keen interest in the financial services and insurance industry. As a Remote Sales Consultant, you will: Utilize your exceptional sales skills to identify and prospect potential clients in the fina...
Radiology Representative - Customer Service
Provide customer support service at the Brighton Ave, Portland, location for the MMC Department of Radiology. Work is performed under general supervision in accordance with standard procedures and reviewed by the Manager, Radiology Support Services through customer feedback, direct observation, and ...
Customer Service Representative - Waterboro / Req # 1055
Customer Service Representative. Summary for the Customer Service Representative:. Working within established operational policies, procedures and protocols, the individual will be responsible for business development activities from new and existing customers through the sale and service of all dep...
Financial Advisor
The Financial Advisor will offer financial solutions to members through a wide variety of products and services. The Advisor will meet with members face to face as well as via telephone in order to identify financial goals and objectives and determine appropriate insurance and securities products to...
Financial Advisor
We are looking for Experienced Advisors to join our Team at Greater New England Financial Group!. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as s...
Administrative Assistant
Requirements of the Administrative Assistant:. Responsibilities of the Administrative Assistant:. This position reports to the Chief Financial Officer and will be responsible for supporting the executive staff in all administrative functions and processes. ...
Marketing Data Analyst
Are you a Data Analyst / Engineer with deep marketing experience? Are you looking for a great new challenge? Our Maine-based client is looking to bring on a Marketing Data Analyst / Engineer to join an existing team and add bandwidth to handle their marketing workstream. This will involve analysis t...
HR Administrative Assistant I
Title: HR Administrative Assistant I. This person will be providing administrative support as well as helping to coordinate recruitment process. Provide administrative support for HR teams, performing data entry and coordinating calendars and meetings. Will work in close coordination with the Execut...