Entry-Level Financial Representative

Company: Baystate Financial
Location: Winooski
Posted on: May 23, 2025

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.


Our work environment requires occasional in-office presence, so candidates must be local to Burlington, VT.

WEBSITE
http://baystatefinancial.com
SOCIAL MEDIA
https://www.linkedin.com/company/baystate-financial-services

Responsibilities:

--- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
--- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
--- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
--- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
--- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
--- Client Acquisition & Marketing
--- Discovery
--- Case Development & Analysis
--- Financial Plan Presentation
--- Implementation
--- Ongoing Service

Qualifications:

--- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
--- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
--- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
--- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools 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!

Keywords: Baystate Financial, Leominster , Entry-Level Financial Representative, Accounting, Auditing , Winooski, Massachusetts