Work Alongside Exceptional People

If you’re interested in becoming part of a talented, passionate team where you can maximize your skills and experience, please inquire into the different career opportunities we have available.

At Baystate Financial, you’ll work alongside exceptional people who empower you to reach your professional and personal goals in a supportive and inclusionary environment of excellence.

Financial Advisors

Entrepreneurs Wanted!

Financial Advisors

Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat you as our client, and we provide the products, infrastructure and sales support needed to build your own business, your own way.

Whether you have an existing practice or are just getting started, Baystate has the resources to help you be successful.

There are three paths to a career for financial advisors at Baystate Financial. You may be a recent college graduate eager to begin a career in financial services, or you may be a mid-career professional looking to make a change. Alternatively, experienced financial advisors who may be with another firm, and wish to be a part of the Baystate Financial team with its unparalleled product support, infrastructure, and culture.

Complement your own financial goals with a career where your income potential is virtually unlimited, tied only to the time and energy you invest. At Baystate Financial, you’ll work in an environment where you are the master of your destiny at every stage of your career.

Experienced Advisors

We’re the choice for many seasoned financial advisors, because of our exemplary resources, support, and culture.

We tailor the training of the experienced advisor to their practice. At Baystate Financial, we have an infrastructure that includes specialists in the fields of Financial Planning, Estate and Business Planning, Life Insurance and Annuities, and Investments to name a few. These Firm Specialists work directly with Baystate Financial advisors to ensure that their training needs are satisfied on a personal basis. We also have a dedicated marketing team that will work with the advisor to determine the best methods of reaching out to his/her client base to market their practice.

At Baystate Financial, the advisor is our client. You can be comfortable in knowing that, while you are in business for yourself, you are not by yourself.

If you are currently an advisor and looking for a new firm please contact Dave Porter, Managing Partner, [email protected] or 617-585-4500.

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Mid-Career Professionals

If you’ve been in the workforce for a while you know what it takes to get ahead of the pack. No matter how hard you work, sometimes forces beyond your control can make it hard to succeed. As an advisor at Baystate Financial, you’re in complete control of your career path and ultimate financial success.

We remain there for you at each step of your development, showing you new and innovative approaches to learning that can have a positive impact on your practice and clients. Throughout your career at Baystate Financial, we offer programs designed to help you stay competitive in the financial services industry, including:

  • Collaboration with fellow advisors
  • Instructor-led classes
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Activity tracking system

To learn more about becoming a financial advisor please email Matt Smith, Recruiting Director at [email protected] or call 781-876-4165.

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College Graduates

If you’re a recent college graduate looking for a career path, you’ve come to the right place. We know what makes a great advisor, and we train those new to the industry by outlining a clear road to success.

New advisors attend several training programs throughout their first two years designed to teach them how to build a viable client base, be conversant and understanding of their clients’ goals and needs and understand how to present strategic solutions designed to meet their clients’ financial aspirations.

We remain there for you at each step of your development, showing you new and innovative approaches to learning that can have a positive impact on your practice and clients. Throughout your career at Baystate Financial, we offer programs designed to help you stay competitive in the financial services industry, including:

  • Collaboration with fellow advisors
  • Instructor-led classes
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Activity tracking system

To learn more about becoming a financial advisor please email Gregg Dunkel, Director of Recruiting at [email protected] or call 781-876-4165.

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Hikers helping each other out on a mountain. Financial Advisors

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