Join Our Team

At Baystate Financial, we have created a network of support which consists of in-house specialists and experienced financial professionals that allow our representatives to dedicate their time to their clients. Our team includes some of the best financial professionals in their fields of focus who will work in collaboration with our representatives by being a resource and assisting them in meeting their clients needs.

As a Baystate client, we are committed to helping you:

Develop cross-selling opportunities from your existing book of business.
Create new clients by marketing financial services and products through CPA's, P&C firms, and community banks

Support and Infrastructure

We provide experienced professionals who focus on estate planning, business succession, long-term care insurance, disability income insurance, employee benefits, qualified retirement plans, deferred compensation and investment services.

Joint Field Appointments:

Our experienced financial professionals will help you open new cases, take data, design the case, present the case, and even help you close it as needed. They will also help you generate referrals not only from the clients, but from their advisors as well.

We have in place wealth management programs and broad access to insurance and investment products that enable you to maintain objectivity and keep your clients' interests first.

Investment products and investment advisory services provided through New England Securities, a broker/dealer (member FINRA/SPIC) and a registered investment advisor.

If you're interested in a career with Baystate Financial/Oceanstate Financial please Click Here to Apply.

Contact a member of our recruiting team:

Matt Smith: 781-876-4165 or masmith@baystatefinancial.com
Ethan Smith: 207-770-2018 or esmith@baystatefinancial.com