Financial Advisor Internship

Baystate Financial is selecting full-time college students for our hands-on internship program based out of our Boston office. We are seeking highly motivated, entrepreneurial students, interested in a career in finance. Selected candidates will be given the opportunity to get fully licensed as a financial representative, receive top-notch training and mentorship, and gain valuable professional experience transferable to any industry. Interns that prove to be an asset to the firm will be offered a full-time position upon graduating.

Right from the beginning students are given the resources needed to help clients achieve financial security. Financial Representative Interns are taught how to build a financial services practice from the ground up. With the help of senior advisors and the Baystate team, students will meet with clients to learn more about their individual definition of financial security and develop a “financial roadmap” to get them from where they are currently, to where they want to be. At the end of the internship, successful interns will be able to exhibit:

·        An Understanding of How to Create and Implement a Personal Financial Plan

·        Client Acquisition and Marketing Strategies

·        The Role of a Full Time Financial Advisor

·        Exceptional Listening and Problem-Solving Skills

·        The Ability to Work Well in Both a Team and Individual Capacity

Although there are a wide variety of college majors, personal backgrounds, and life experiences that will see success in this role, there are a few characteristics we see exhibited in the majority of our most successful interns:

·        Strong Desire to Help People, Including Individuals, Families, and Small Businesses

·        Motivated to Work in a Client Facing/ Sales/ Finance Role

·        Competitive, with an Entrepreneurial Spirit and a Vision to Build and Grow Their Own Business

·        High Standards or Integrity, Empathy, Competency, Work Ethic, and Professionalism

Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management 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. Baystate Financial’s strategy is tailored to help fulfill their client’s individual goals, with the understanding that every client’s goals are different.

All candidates who apply will be invited to a virtual presentation hosted by our Boston-based Sales Manager and our Internship Program Manager. When we have your application a separate email will be sent to you with the details of the upcoming Zoom session which is scheduled as follows:

Hi there, 

You are invited to a Zoom meeting. 

When: Mar 29, 2023 10:00 AM Eastern Time (US and Canada) 

Register in advance for this meeting:

https://financialguide.zoom.us/meeting/register/tJcsfu2oqTIqHtQ_nDcaL_Mc0xXIJanBXiC4 

After registering, you will receive a confirmation email containing information about joining the meeting.