Senior Financial Advisor - Hybrid Practice Growth

Baystate Financial; Stamford (CT); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Life Insurance & Accidental Death & D"

Short-Term & Long-Term Disability

Health Savings Account (HSA)

401(k) Retirement Savings Program and/

Job summary

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.

Responsibilities

• 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.

Skills

Financial advisory

High-net-worth relationships

Business development

Client service

Regulatory compliance

Communication & presentation

Entrepreneurial mindset

Team collaboration

Job description

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.