What are the responsibilities and job description for the Senior Financial Advisor position at Baystate Financial?
Join a Leading Team in Financial Planning at Vis Wealth Partners!
At Vis Wealth Partners, located in the vibrant heart of Portland, Maine, we are dedicated to providing comprehensive financial solutions to high-net-worth individuals. Our team is built on the values of putting clients first, delivering timely and exceptional service, and fostering community integration. We maintain a fun, friendly work environment where respect among coworkers is paramount, and we take time to bond through outdoor activities, including annual team trips.
Why Join Us?
We are looking to expand our team with a seasoned investment advisor who is ready to enhance their career within a supportive and resource-rich environment. As a part of Vis Wealth Partners, you’ll benefit from:
- Established Processes: Our firm is built on streamlined workflows, allowing you to focus on client relationships and growth.
- Highly Functional Team: Join a motivated team, including two experienced junior advisors and dedicated support staff handling administrative and marketing tasks.
- Schedule Control: Flexibility to manage your schedule, empowering you to balance personal and professional goals.
- Marketing Support: Leverage our robust marketing plan and reputation to grow your client base.
- Comprehensive Support: Our team takes care of all new business processing, so you can focus on your clients’ needs.
- Skilled Junior Advisors: Work closely with Matthew Rittenhouse CFP, with in-depth knowledge across all financial planning areas, and Tucker Landry, an expert in daily operations, client servicing, and problem-solving.
Our values center on a client-first mentality, respect for one another, and a commitment to community and shared experiences. If you’re an experienced advisor seeking to join a firm that values excellence, teamwork, and a passion for the outdoors, Vis Wealth Partners is the place for you.
Our Website: www.viswealthpartners.com
Our Google Page: vis wealth partners - Google Search
LinkedIn: https://www.linkedin.com/in/vincenzo-garganese/
WORK AUTHORIZATION REQUIREMENTS:
US work authorization is required
Contact Information:
Jake Kochan: jkochan@baystatefinancial.com
