Looking to elevate your practice with joining an established successful team? Read additional information below about an incredible career opportunity with Philip Barnes-

About:

With over 23 years of experience as a Financial Advisor at Baystate Financial, I specialize in helping individuals, families, and business owners navigate complex financial decisions with clarity and confidence. My expertise includes retirement planning, estate conservation, protection planning, and business succession strategies.

I take a client-first approach, striving to understand your unique circumstances and delivering customized financial strategies designed to help you work toward your goals. Licensed to offer securities and insurance across multiple states, I bring a comprehensive perspective and a steadfast commitment to helping you make informed financial decisions.

A graduate of St. Anselm College, I live in Scituate, MA, with my wife Aimee, and our son Henry.

The Role of a Senior Financial Advisor:

• Client Acquisition & Marketing
• Discovery
• Case Development & Analysis
• Financial Plan Presentation
• Implementation
• On Going Service

Your Career Path – Why Baystate Financial?

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 the client, and we provide the product and sales support you need to maximize your time in front of clients.

Compensation:

TYPE

Paid

PAY RATE

Fee based

DURATION

Permanent

HYBRID MODEL

Company Details:

COMPANY SIZE

250 - 1,000 employees

INDUSTRY

Investment / Portfolio Management industry

COMPANY TYPE

Unknown

HEADQUARTERS

One Marina Park Drive, 16th Floor, Boston, MA 02210

WEBSITE

SOCIAL MEDIA

WORK AUTHORIZATION REQUIREMENTS:

US work authorization is required

Contact Information:

Ashley Harris