Financial Planning Consultant

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

Are you an experienced Financial Advisor ready to elevate to a large 403(b) and financial planning practice within a powerhouse team?

We are partnering with a successful and well-established team at Baystate Financial, a multi-territory group with an exclusive opportunity in Southeast Massachusetts and Rhode Island. This team has deep institutional relationships, strong community presence, and a proven infrastructure designed to help experienced advisors scale.

This opportunity is designed for an existing advisor, specifically someone who is proficient in the 403(b) market and is ready to plug into a larger ecosystem with real momentum.

Why This Team:

• Established geographic territories with strong institutional relationships, existing clients and over $400 Million of AUM
• Proven 403(b) pipelines and referral partnerships
• Marketing, case design, and operational support so you can stay client-facing
• Collaboration with seasoned producers and financial planning specialists
• The backing of Baystate Financial, founded in 1901 with deep brand credibility

What You’ll Do:

• 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

What It Takes:

• 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

Compensation & Growth:

• 401(k) and retirement savings programs
• Life & Disability coverage
• Incentive programs, leadership opportunities, and professional development

About Baystate Financial- Baystate Financial has been helping clients achieve financial success since 1901. Based in Boston, the firm supports over 600 professionals and staff serving individuals and businesses throughout New England and across the country. Our mission is simple: Guidance. Insight. Results.

• If you are an experienced advisor who has built a foundation in the 403(b) space and are ready to expand your reach across established South Shore territories, we should connect! This is not for everyone. It is for the driven professional ready to scale.