Senior Financial Advisor

Baystate Financial; Essex Junction (VT); Vor Ort; USD 90.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical, Dental & Vision

401(k) and retirement savings programs

Life & Disability insurance

Competitive incentives

Zusammenfassung

Baystate Financial seeks an Experienced Financial Advisor or Managing Associate to lead recruiting, mentoring, and developing the Vermont office. You will balance growing your own advisory practice with building the next generation of Advisors, partnering with the Managing Director to drive office growth and culture.

This entrepreneurial leadership role offers uncapped earnings through commissions, overrides, and leadership incentives, with mentorship from top producers and senior leadership.

Qualifikationen

• 3–5 years of experience as a Financial Advisor or Management/Career Development role in the Financial Industry.
• Strong leadership ambition with a passion for mentorship and development.
• High drive, self-motivation, and competitive spirit.
• Ability to influence, coach, and inspire others.
• U.S. Citizen or Permanent Resident (licenses/registrations required or obtainable)

Aufgaben

• Recruit and attract high-potential Advisor candidates to the Vermont office.
• Mentor, coach, and train incoming Advisors through their early career stages.
• Support the Managing Director with office growth initiatives and culture-building.
• Continue to grow your own client base and advisory practice.

Kenntnisse

Leadership

Mentorship

Recruiting

Training

Talent development

Jobbeschreibung

Job Description:

Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.

Are you ready to take the next step in your financial career- beyond just building your own book? If you’re an Experienced Financial Advisor or Managing Associate who’s driven not only by personal success, but by leading, mentoring, and building teams, this opportunity was designed for you.

You’ll continue to grow your own practice while recruiting, training, and developing the next generation of Advisors, partnering closely with the Managing Director to drive office growth and culture. This path isn’t for everyone, but for those with ambition, leadership instincts, and a competitive edge, the reward is long-term career freedom and impact.

Who We’re Looking For:

• Recruit, mentor, and train incoming Financial Advisors
• Support and collaborate with the current Managing Director
• Play a key role in the growth and development of the Vermont office

If you’re energized by developing talent and building something bigger than yourself, this is your next move!

Why Baystate Financial?

At Baystate Financial, we don’t just hire employees- we partner with leaders and entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting individuals who are driven to win and committed to growth.

What sets us apart:

• Entrepreneurial leadership role with firm-wide support
• Uncapped earnings – commissions, overrides, and leadership incentives
• Mentorship from top producers and senior leadership
• Proven recruiting, training, and development systems
• Marketing, technology, and operational support so you can focus on growth
• Recognition, incentives, and leadership advancement opportunities

What You’ll Do:

• Recruit and attract high-potential Advisor candidates to the Vermont office
• Mentor, coach, and train incoming Advisors through their early career stages
• Support the Managing Director with office growth initiatives and culture-building
• Continue to grow your own client base and advisory practiceBuild your own teaming vision

What It Takes:

• 3-5 years of experience as a Financial Advisor or Management/Career Development role in the Financial Industry
• Strong leadership ambition with a passion for mentorship and development
• High drive, self-motivation, and competitive spirit
• Ability to influence, coach, and inspire others
• U.S. Citizen or Permanent Resident (licenses/registrations required or obtainable)

What We Offer:

• Medical, Dental & Vision
• 401(k) and retirement savings programs
• Life & Disability insurance
• Competitive incentives, trips, and recognition

WORK AUTHORIZATION REQUIREMENTS:

To qualify, you must be a US Citizen or permanent resident. Our work environment requires in-office presence, so candidates must be local to Vermont.

Please reach out to the Director of Talent Management: Ashley Harris with any questions you may have at