What are the responsibilities and job description for the Wealth Advisor Training Provided position at Baystate Financial?
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 annually. WEBSITE http : / / baystatefinancial.com SOCIAL MEDIA https : / / www.linkedin.com / company / baystate-financial-services Our work environment requires occasional in-office presence, so candidates must be local to Bedford, New Hampshire. 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.
- 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. Compensation : $80,000 - $100,000 at plan commission
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Financial Plan Presentation
- Implementation
- Ongoing Service
Compensation :
80,000-$100,000 per year
Salary : $80,000 - $100,000
