Military/Veterans Group

Values we can stand for, together.
Transitioning to civilian life is easier in a work environment that is founded on shared core beliefs.

As you consider the next chapter of your professional career –now in a civilian setting – you will likely be evaluating how your future workplace aligns with your purpose, mission, and values. We salute your way of thinking. A work relationship that is founded on shared cored beliefs yields powerful results for everyone involved.

Our firm is proud to recruit individuals who have made it their business to protect our nation and to secure our futures. Adding veterans to our team has many positive effects, including the opportunity to provide security and financial guidance to more veteran families and communities throughout our country.

Baystate Financial is a holistic Financial Planning firm that was founded in 1901, that strives to help individuals and business owners achieve their goals. We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to deliver professional and comprehensive Financial Planning.

As part of our Military Veterans Program, you will use your valuable skills and experience to serve others in a meaningful way.

Leadership, integrity, teamwork, resilience, and a mission-driven mindset will serve you in building your own Financial Services Practice with the support and guidance of Baystate Financial.

You will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do aligns with the values we share with you:

• Opportunities to serve. Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind

• Follow and lead. Journey along a well-defined career path that integrates structured education with mentorship and teaming opportunities

• Embrace the challenge. Benefit from a culture of innovation that seeks growth and continuous improvement in people, processes, and systems

• Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership.

• Have a voice and use it to help shape our organization for the better

• Experience the power of flexibility. With nothing to hold you back, you get to design your work and your life the way you envision.

How will you build your business? You will…

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

What qualities will serve you well?

• Service above all
• Ability to connect with and engage people, to cultivate lasting relationships
• Grit, independence, self-motivation, and an achievement mindset