Your Career Path – Why Baystate Financial? 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 the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be comprehensive financial planning, ranging from investments to insurance, and helping your clients with their full financial picture. You will create customized financial plans suitable for each client based on potential life changes and changing financial needs. You will also help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products What you get! • 2-5 years of professional experience is required. Familiarity with financial planning is a plus, but it is not necessary. We will fully train you with a road-to-success roadmap. We will reimburse you for any study materials and licensing. • Potential earnings; If you follow the roadmap to success you can potentially earn anywhere from $80,000 - $100,000 commission annually. WEBSITE http://baystatefinancial.com SOCIAL MEDIA https://www.linkedin.com/company/baystate-financial-services Our work environment requires occasional in-office presence, so candidates must be local to Bedford, New Hampshire. Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Client Acquisition & Marketing • Discovery • Case Development & Analysis • Financial Plan Presentation • Implementation • Ongoing Service Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Valid FINRA Series 7 & 63/66 preferred but not required • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Requires a Bachelor’s degree in business administration, finance, or other related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred. • 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field. • Familiarity with financial planning is a plus, but it is not necessary. Compensation: $80,000 - $100,000+ at plan commission

• Client Acquisition & Marketing • Discovery • Case Development & Analysis • Financial Plan Presentation • Implementation • Ongoing Service