Nashoba Valley Chamber of Commerce
Financial Advisors
How your CV stacks up
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Entrepreneurs Wanted!
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.
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 Ashley Dilieto Harris, Director of Talent Management at aharris@baystatefinancial.com
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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