Senior Financial Advisor & Practice Leader

Baystate Financial; Essex Junction (VT); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) and retirement savings programs

Life & Disability insurance

Competitive incentives

Job summary

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.

Qualifications

• 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)

Responsibilities

• 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.

Skills

Leadership

Mentorship

Recruiting

Training

Talent development

Job description

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.