Wealth Planning Advisor

Job Description

Job Description

Are you ready to achieve financial freedom?

Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings.

We’re looking for ambitious, competitive individuals who want  freedom, control, and uncapped earnings at a plan comission .

At  Baystate Financial , we don’t just hire employees- we partner with entrepreneurs . Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed.

If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path.

Why Baystate

• You run your practice – we provide the training, systems, and support
• Uncapped earnings – your results dictate your rewards (commissions + incentives)
• Mentorship from top producers – learn directly from proven leaders
• Marketing + technology power – so you stay focused on growth, not admin
• Top Producer recognition & incentives – compete, win, and get rewarded

What We Offer

• Medical, Dental & Vision
• 401(k) + retirement savings programs
• Life & Disability coverage
• Competitive incentives, trips, and recognition

What You’ll Do

• 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

What It Takes

• High drive, self-motivation, and competitive spirit
• U.S. Citizen or Permanent Resident (licenses/registrations required)
• 2 years of professional experience in a similar or related field required

Compensation

$80,000 - $100,000+ at plan commission with the resources, training, licensing, and roadmap to become successful.

About Baystate Financial-

We are Baystate Financial , and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results 

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.