Career Opportunities

At Baystate, we see you as our client.

We will help 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.

In-House Custom Case Design

Specialists:

We provide specialists in estate planning, business succession, long term care, disability insurance, employee benefits, qualified retirement plans, deferred compensation, and investment management.

Joint Field Appointments:

Our specialists 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.

 

Support and Infrastructure

We have in place investment 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 national broker/dealer and registered investment advisor.

If you're interested in a career with  Baystate Financial please contact Kathy Baldwin at 781-876-4103 or Ethan Smith at 207-770-2018 In addition, you may email your resume to us at kbaldwin@baystatefinancial.com or esmith@baystatefinancial.com.

Baystate Financial Services