About The Role- Baystate Financial VT

Are you ready to take the next step in your financial career- beyond just building your own book?

If you’re an Experienced Financial Advisor or Managing Associate who’s driven not only by personal success, but by leading, mentoring, and building teams, this opportunity was designed for you.

At Baystate Financial, Managing Associates are entrepreneurial leaders. You’ll continue to grow your own practice while recruiting, training, and developing the next generation of Advisors, partnering closely with the Managing Director to drive office growth and culture.

This path isn’t for everyone, but for those with ambition, leadership instincts, and a competitive edge, the reward is long-term career freedom and impact.

Who We’re Looking For

We are seeking a motivated leader with 1–3 years of experience as a Financial Advisor or in a Managing Associate role currently who has the ambition to:

Recruit, mentor, and train incoming Financial Advisors
Support and collaborate with the current Managing Director
Play a key role in the growth and development of the Vermont office

If you’re energized by developing talent and building something bigger than yourself, this is your next move!

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

What Sets Us Apart

Entrepreneurial leadership role with firm-wide support
Uncapped earnings – commissions, overrides, and leadership incentives
Mentorship from top producers and senior leadership
Proven recruiting, training, and development systems
Marketing, technology, and operational support so you can focus on growth
Recognition, incentives, and leadership advancement opportunities

What You’ll Do

Recruit and attract high-potential Advisor candidates to the Vermont office
Mentor, coach, and train incoming Advisors through their early career stages
Support the Managing Director with office growth initiatives and culture-building
Continue to grow your own client base and advisory practice
Build your own teaming vision

What It Takes

1–3 years of experience as a Financial Advisor or Management/Career Development role in the Financial Industry
Strong leadership ambition with a passion for mentorship and development
High drive, self-motivation, and competitive spirit
Ability to influence, coach, and inspire others
U.S. Citizen or Permanent Resident (licenses/registrations required or obtainable)

What We Offer

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

To Apply

Please fill out your Job Ad Platform's Application hosting our Ad and complete the survey link below, as a part of the selection process to be considered for this role-

https://go.cultureindex.com/p/xiVguz2YpvHB2nZW

Work Authorization Requirements

To qualify, you must be a US Citizen or permanent resident. Our work environment requires in-office presence, so candidates must be local to Vermont.

Please reach out to the Director of Talent Management: Ashley Harris with any questions you may have at- aharris@baystatefinancial.com

Baystate Financial

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