Entry-Level Financial Representative

Baystate Financial, LLC; Burlington (VT); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a leading financial firm as an Entry-Level Financial Representative in Burlington. You will focus on comprehensive financial planning, creating tailored plans for clients, and helping them navigate their financial needs. This role offers training and the potential for high earnings.

Benefits

Reimbursement for study materials and licensing

Roadmap to success training

Qualifications

• 2-5 years of professional experience required.
• Familiarity with financial planning is a plus.

Responsibilities

• Create customized financial plans for clients.
• Help clients implement financial recommendations.

Skills

Financial planning

Job description

Join to apply for the Entry-Level Financial Representative role at Baystate Financial.

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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.

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

Additional Information

• Website: http://baystatefinancial.com
• Social Media: https://www.linkedin.com/company/baystate-financial-services

Compensation: $80,000 - $100,000+ at plan commission

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development

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