Wealth Advisor
External job listingat Baystate Financial
Build your own financial advisory practice with Baystate Financial. Help clients reach financial goals with training, mentorship, technology and support.
Salary
Not provided
Location
Providence, United States
Employment type
Full time
Workplace
Not provided
Wealth Advisor
Providence, United States
Job description
About the role
Baystate Financial partners with entrepreneurs who want to build their own practice and help clients achieve their financial goals. The firm provides training, systems, support, mentorship, marketing and technology.
The role offers uncapped earnings at a plan commission, with results determining rewards through commissions and incentives. Compensation is $80,000 - $100,000+ at plan commission, with resources, training, licensing and a roadmap to become successful.
Responsibilities
- Build your own book of business helping clients achieve their financial goals.
- Take ownership of your growth with the backing of a 600+ professional firm.
- Push yourself daily to maximize results, freedom and income.
Requirements
- High drive, self-motivation and competitive spirit.
- U.S. Citizen or Permanent Resident; licenses and registrations are required.
- 2 years of professional experience in a similar or related field required.
Benefits
- Medical, dental and vision.
- 401(k) and retirement savings programs.
- Life and disability coverage.
- Competitive incentives, trips and recognition.
- Top Producer recognition and incentives.
Key facts
- Build your own book of business helping clients achieve their financial goals.
- U.S. Citizen or Permanent Resident; licenses and registrations are required.
- 2 years of professional experience in a similar or related field required.
Frequently asked questions
What does the Wealth Advisor role involve?
You build your own book of business helping clients achieve their financial goals and take ownership of your growth.
What are the requirements for this role?
The listing requires high drive, self-motivation and a competitive spirit, along with U.S. Citizen or Permanent Resident status and required licenses and registrations. It also requires 2 years of professional experience in a similar or related field.
What support does Baystate Financial provide?
The firm provides training, systems, support, mentorship, marketing and technology.