Baystate Financial · 5 days ago
Junior Advisor
York, ME
Full-time
Hybrid
New Grad, Entry LevelBaystate Financial is a well-established wealth management and financial planning services firm based in Boston, Massachusetts. They are seeking motivated individuals to join their team in York, Maine, to support financial advisory efforts and partner with experienced advisors to build their own business.
BankingCrowdfundingFinancial ServicesVenture Capital
No H1B
U.S. Citizen Only
Responsibilities
Lead Generation Support We provide qualified leads and marketing assistance so you can focus on building relationships and delivering value
Office Administration Assistance Our dedicated support staff handles scheduling, paperwork, and client onboarding—freeing you up to focus on your clients
One-on-One Mentorship You’ll be paired with an experienced advisor who will offer personalized guidance to help you navigate your career path, refine your skills, and build confidence
Licensing Support Whether you're new to the industry or expanding your credentials, we’ll help you obtain key licenses (e.g., Series 7, Series 66, insurance licenses) to set you up for long-term success
Collaborative Team Culture Work alongside professionals who believe in sharing knowledge, celebrating wins, and growing together
Qualification
Required
Licensed or aspiring financial advisors
Entrepreneurial, self-motivated, and client-focused individuals
Professionals committed to ethical, long-term client relationships
US Citizen or permanent resident
Ability to obtain required licenses and registrations
Local to York, Maine
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
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
Founded in 1901
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Simonds
Chief Supervisory Officer
Bryan Morrell
Partner
Recent News
Seattle TechFlash
2025-05-17
2024-10-25
Company data provided by crunchbase