Financial Advisor

Baystate Financial; Stamford (CT); Hybride; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

Life Insurance & Accidental Death & D"

Short-Term & Long-Term Disability

Health Savings Account (HSA)

401(k) Retirement Savings Program and/

Résumé du poste

Baystate Financial is seeking a Senior Financial Advisor to partner with clients, expand practice, and leverage a strong platform for growth in Stamford, CT. You will guide high-net-worth individuals and business owners through integrated wealth management, planning, and wealth transfer strategies.

Join a firm offering dedicated operational support, institutional resources, and robust marketing and technology to help you grow your practice while maintaining exceptional client outcomes.

Qualifications

• 5+ years of experience as a Financial Advisor, Wealth Advisor, Financial Planner, or related advisory role.
• Active FINRA Series 7 and Series 63 or 66 registrations.
• Active Life, Accident & Health Insurance License.
• CFP®, ChFC®, CFA®, CIMA®, or other advanced designations strongly preferred (or currently pursuing).
• Strong financial planning, investment management, and relationship management experience.
• Entrepreneurial mindset with a commitment to delivering exceptional client outcomes.
• Excellent communication, presentation, and business development skills.

Responsabilités

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
• Deliver comprehensive financial planning, retirement planning, investment management, insurance, estate planning, and wealth preservation strategies.
• Help clients accumulate, protect, and transfer wealth across generations.
• Identify opportunities to expand client relationships through holistic planning.
• Collaborate with internal specialists to provide customized planning solutions.
• Continue growing your practice through referrals, networking, and business development initiatives.
• Maintain exceptional service standards while ensuring regulatory compliance.

Connaissances

Financial advisory

High-net-worth relationships

Business development

Client service

Regulatory compliance

Communication & presentation

Entrepreneurial mindset

Team collaboration

Description du poste

Elevate Your Practice. Expand Your Impact.

You've built a successful career advising clients. Now it's time to partner with a firm that's equally invested in your continued growth.

At Baystate Financial, we believe our advisors deserve the same level of attention and support that they provide to their clients. We treat our advisors as our clients, surrounding you with the resources, infrastructure, and collaborative team needed to help you deepen client relationships, grow your business, and spend more time doing what you do best - advising clients.

Whether you're looking to transition an existing book of business, expand your planning capabilities, or leverage a stronger platform, Baystate Financial provides the flexibility and support to help you achieve your next level of success.

Why Experienced Advisors Choose Baystate Financial

• Dedicated operational and administrative support that allows you to focus on clients—not paperwork.


• Comprehensive wealth management, insurance, estate, retirement, and business planning resources.


• Access to an experienced team of specialists and advanced planning professionals.


• Robust marketing, technology, and client engagement tools.


• A collaborative culture that values entrepreneurship while providing institutional-level resources.


• Flexibility to build your practice your way with a hybrid work environment.

Compensation

Your earning potential is designed to grow with your practice.

Baystate Financial offers highly competitive commission structures, production incentives, and performance-based bonuses. Advisors have the flexibility to build a business aligned with their personal and professional goals while benefiting from a platform designed to maximize long-term growth.

We offer a comprehensive benefits package including:

• Life Insurance & Accidental Death & Dismemberment


• Short-Term & Long-Term Disability


• Health Savings Account (HSA)


• 401(k) Retirement Savings Program and Non-Qualified Thrift Plan


• Top Producer Recognition & Incentive Programs

What You'll Do

As a Senior Financial Advisor, you'll serve as a trusted advisor to individuals, families, and business owners by delivering sophisticated financial planning and wealth management strategies.

Responsibilities include:

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.


• Deliver comprehensive financial planning, retirement planning, investment management, insurance, estate planning, and wealth preservation strategies.


• Help clients accumulate, protect, and efficiently transfer wealth across generations.


• Identify opportunities to expand client relationships through holistic planning.


• Collaborate with internal specialists to provide customized planning solutions.


• Continue growing your practice through referrals, networking, and business development initiatives.


• Maintain exceptional service standards while ensuring regulatory compliance.

Qualifications

We're looking for experienced advisors who are passionate about helping clients achieve financial success.

Preferred qualifications include:

• 5+ years of experience as a Financial Advisor, Wealth Advisor, Financial Planner, or related advisory role.


• Demonstrated success managing and growing client relationships.


• Active FINRA Series 7 and Series 63 or 66 registrations.


• Active Life, Accident & Health Insurance License.


• CFP®, ChFC®, CFA®, CIMA®, or other advanced designations are strongly preferred (or currently pursuing).


• Strong financial planning, investment management, and relationship management experience.


• Entrepreneurial mindset with a commitment to delivering exceptional client outcomes.


• Excellent communication, presentation, and business development skills.

About Baystate Financial

Baystate Financial has been helping individuals, families, and businesses pursue their financial goals since 1901. Headquartered in Boston, Massachusetts, we are one of New England's largest and most established financial planning and wealth management firms.

With more than 300 financial professionals supported by over 200 operations and client service team members, our collaborative approach allows advisors to deliver comprehensive financial guidance backed by institutional resources.

Our philosophy is simple:

Guidance. Insight. Results.

Work Authorization & Location Requirements

• U.S. work authorization is required.


• Candidates must be authorized to work in the United States.