Financial Advisor - Wealth Management - Full Training
Job Description
Job Description
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.
WEBSITE
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
Our work environment requires occasional in-office presence, so candidates must be local to West Hartford, Connecticut.
Compensation:
$80,000 - $100,000+ at plan commission
Responsibilities:
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- 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
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- 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.
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!