403(b) Financial Planning Pro - Scale with a Growth Team

Baystate Financial; Brockton (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Baystate Financial in Massachusetts seeks an experienced Financial Advisor to elevate a 403(b) and financial planning practice within a high-performing team. This opportunity targets proven advisors with strong institutional relationships and a scalable infrastructure.

You will expand and deepen your 403(b) and planning-focused advisory practice, build relationships with educators, healthcare professionals, and nonprofit employees, and leverage team marketing to grow while maintaining

Qualifications

• 2-3 years of sales and advisory experience required.
• Demonstrated experience in 403(b) sales and servicing.
• Active FINRA licenses (Series 6, 63/65 or 66) Series 7 preferred.
• Self-starter mindset with strong relationship-building skills.
• Desire to grow within a team while maintaining entrepreneurial independence.

Responsibilities

• Expand and deepen a 403(b) and financial planning-focused advisory practice.
• Build and maintain long-term relationships with educators, healthcare professionals, and nonprofit employees.
• Deliver holistic financial planning beyond retirement accounts through cross-selling strategies.
• Leverage team marketing initiatives and territory development strategies.
• Operate with autonomy while benefiting from a collaborative, high-performing culture.

Skills

403(b) sales

Relationship-building

FINRA licenses

Independent mindset

Educator outreach

Job description

Baystate Financial in Massachusetts seeks an experienced Financial Advisor to elevate a 403(b) and financial planning practice within a high-performing team. This opportunity targets proven advisors with strong institutional relationships and a scalable infrastructure.

You will expand and deepen your 403(b) and planning-focused advisory practice, build relationships with educators, healthcare professionals, and nonprofit employees, and leverage team marketing to grow while maintaining