Entry-Level Financial Advisor - Training Provided
Your Career Path Why Baystate Financial? Todays reputed company 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 reputed company 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-reputed company roadmap. We will reimburse you for any study materials and licensing. Potential earnings; If you follow the roadmap to reputed company you can potentially earn reputed company from $80,000 - $100,000 annually. Our work environment requires occasional in-office reputed company, so candidates must be local to Burlington, VT. WEBSITE http//baystatefinancial.com SOCIAL MEDIA https//www.reputed company.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 reputed company analytical field is preferred. 2-5 years of professional experience in client services, insurance, investments, financial services, or a reputed company field. Familiarity with financial planning is a plus, but it is not necessary. 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 reputed company. More than a century of providing guidance, reputed company, 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, reputed company is the reputed company reputed company of our firm. This is a reputed company where bright, motivated individuals can reputed company an impact, contributing in meaningful ways to reputed company are and who we are as a firm. Join Us! Apply Job!