Junior Financial Advisor
Baystate Financial, Portland, ME, United States
Financial Advisor (Early Career Junior) – Business Development Focus | Vis Wealth Partners
Launch your career in wealth management with a primary focus on business development—while gaining hands‑on experience and mentorship in financial planning alongside an experienced advisory team.
Join a Leading Team in Financial Planning at Vis Wealth Partners! At Vis Wealth Partners, located in the vibrant heart of Portland, Maine, we are dedicated to providing comprehensive financial solutions to high‑net‑worth individuals. Our team is built on the values of putting clients first, delivering timely and exceptional service, and fostering community integration. We maintain a fun, friendly work environment where respect among coworkers is paramount, and we take time to bond through outdoor activities, including annual team trips.
Why Join Us?
Established Processes: Streamlined workflows so you can focus on building relationships and developing your practice
Highly Functional Team: Collaborate with experienced advisors and dedicated support staff handling administrative and marketing tasks
Hands‑On Mentorship: Work closely with senior advisors to learn financial planning, client strategy, and long‑term practice management
Schedule Flexibility: Autonomy to manage your time as you grow your network and client base
Marketing Support: Leverage our robust marketing plan and reputation to accelerate your outreach and pipeline
Comprehensive Support: Our team manages new business processing so you can stay focused on client acquisition and development
What You’ll Do
Proactively build and develop relationships with prospective clients
Drive business development efforts through networking, referrals, and outreach
Partner with senior advisors on client meetings and planning initiatives
Learn and apply financial planning strategies over time
Grow toward managing your own book of business
What We’re Looking For
Early‑career professional (0–3 years of experience) or recent graduate
Strong communication, networking, and relationship‑building skills
Competitive, goal‑oriented, and motivated by growth opportunities
Coachable with a desire to learn the financial advisory business
Interest in sales, business development, and long‑term client relationships
Our Culture Our values center on a client‑first mentality, respect for one another, and a commitment to community and shared experiences. If you’re looking to launch your career with a firm that values mentorship, teamwork, and a passion for the outdoors, Vis Wealth Partners is the place for you.
Please complete this Culture Index Survey link as part of your application: https://go.cultureindex.com/p/qWOH2bV8KBviU13etim
Learn More Website: www.viswealthpartners.com
Google: Vis Wealth Partners
Work Authorization Requirements To qualify, you must be a U.S. Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in‑office presence, so candidates must be local to Portland, Maine.
#J-18808-Ljbffr
Join a Leading Team in Financial Planning at Vis Wealth Partners! At Vis Wealth Partners, located in the vibrant heart of Portland, Maine, we are dedicated to providing comprehensive financial solutions to high‑net‑worth individuals. Our team is built on the values of putting clients first, delivering timely and exceptional service, and fostering community integration. We maintain a fun, friendly work environment where respect among coworkers is paramount, and we take time to bond through outdoor activities, including annual team trips.
Why Join Us?
Established Processes: Streamlined workflows so you can focus on building relationships and developing your practice
Highly Functional Team: Collaborate with experienced advisors and dedicated support staff handling administrative and marketing tasks
Hands‑On Mentorship: Work closely with senior advisors to learn financial planning, client strategy, and long‑term practice management
Schedule Flexibility: Autonomy to manage your time as you grow your network and client base
Marketing Support: Leverage our robust marketing plan and reputation to accelerate your outreach and pipeline
Comprehensive Support: Our team manages new business processing so you can stay focused on client acquisition and development
What You’ll Do
Proactively build and develop relationships with prospective clients
Drive business development efforts through networking, referrals, and outreach
Partner with senior advisors on client meetings and planning initiatives
Learn and apply financial planning strategies over time
Grow toward managing your own book of business
What We’re Looking For
Early‑career professional (0–3 years of experience) or recent graduate
Strong communication, networking, and relationship‑building skills
Competitive, goal‑oriented, and motivated by growth opportunities
Coachable with a desire to learn the financial advisory business
Interest in sales, business development, and long‑term client relationships
Our Culture Our values center on a client‑first mentality, respect for one another, and a commitment to community and shared experiences. If you’re looking to launch your career with a firm that values mentorship, teamwork, and a passion for the outdoors, Vis Wealth Partners is the place for you.
Please complete this Culture Index Survey link as part of your application: https://go.cultureindex.com/p/qWOH2bV8KBviU13etim
Learn More Website: www.viswealthpartners.com
Google: Vis Wealth Partners
Work Authorization Requirements To qualify, you must be a U.S. Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in‑office presence, so candidates must be local to Portland, Maine.
#J-18808-Ljbffr