What are the responsibilities and job description for the Financial - Wealth Management Advisor position at Baystate Financial?
Why Choose Baystate Financial for Your Career Path?
In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients.
As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant products.
What you get!
WEBSITE
http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
Compensation: $80,000 - $100,000 at plan commission
In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients.
As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant 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 annually.
WEBSITE
http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services
Compensation: $80,000 - $100,000 at plan commission
Salary : $80,000 - $100,000
