Associate Financial Advisor

Looking to become apart of a successful established Team in the thriving area of the Boston Seaport?

About Our Team

We are a young, expanding, and growth-oriented advisory team based in Boston, MA, with a specialized focus on serving biotech and medical professionals. Our team-based approach to financial planning and client service ensures that every client benefits from the collective expertise, diverse perspectives, and shared commitment of our advisors.

Collaboration is at the heart of everything we do- both within our team and with the extensive resources and support provided by Baystate Financial. This allows us to deliver highly personalized, strategic guidance while fostering an environment of innovation, learning, and professional growth.

The Job

We are seeking a motivated, entrepreneurial-minded Financial Advisor to join our team. This role offers the unique opportunity to build equity in your own financial planning practice while learning directly from experienced senior advisor. You’ll be part of a supportive environment where your success is amplified by both firm-wide resources and our team’s hands-on mentorship.

What about benefits?

• Medical coverage plus Dental and Vision
• Life and Accidental Death and Dismemberment
• Short- & Long-Term Disability
• Health Spending Accounts (HSA)
• Total Retirement Savings Program (401(k) and non-qualified thrift plan)
• Top Producer Incentives

How’s the pay?

You decide. Your income potential is only as limited as your ambition. You have the ability to earn competitive commissions, incentives and bonuses.

WORK AUTHORIZATION REQUIREMENTS:

To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in-office presence, so candidates must be local to Boston, MA. To submit with your application, please fill out the Culture Index Survey link below-

https://go.cultureindex.com/p/qWOH2bV8KBviU13etim