Experienced Financial Advisor

Baystate FinancialEst. 1901 · New England · MMLIS · Fee-Based Planning · FiduciaryThis is not a posting for everyoneBaystate Financial is one of New England’s most distinguishedindependent advisory practices. We don’t recruit widely. We extend invitationsselectively to advisors who are already excellent and who want to becomeexceptional. If you’re looking for a B/D switch or a better payout grid, wecheck that box, but this is not about how much more you can make. Thisopportunity is about what your practice can grow to and realizing your vision.If you want to break through your pain points and truly scale your practice,keep reading.─────────────────────────────────────────A NEW CHAPTER BEGINSBaystate Financial is entering an exciting new era. Andrew Clearyhas assumed leadership from Dave Porter, bringing renewed vision, energy, anddirection to one of New England’s most respected advisory practices. A pivotalmoment and an exceptional time to join what comes next.─────────────────────────────────────────WHO WE AREFounded in 1901, Baystate Financial is one of New England's mostsophisticated independent advisory boutiques — backed by the full institutionalplatform of MML Investors Services (MMLIS), the broker-dealer of MassMutual.─────────────────────────────────────────FEE-BASED PLANNING: The future is fee-based. Don'tget left behind.Fee-based fiduciary planning is no longer optional. Every advisorat Baystate is supported by a dedicated para-planner and case designer —covering personal financial planning, business owner planning, and complex casedesign. You focus on clients. We handle the depth.✔Dedicated para-planner assigned toyour practice✔ Case designer for complexpersonal and business planning✔ Full business owner planningplatform, exit, succession, deferred comp, retirement design✔ Fee-based structures set by you thatalign your interests with your clients─────────────────────────────────────────LEAD GENERATION: We have a group of new advisorsto fill your calendar with qualified leads."Pre-set meetings with CEOs, CFOs, and business owners —already engaged, already in your market. Show up, add value, close thebusiness."✔ Joint-work appointments placeddirectly on your calendar by our group of young advisors✔ Strategy-level referrals only,C-suite and business owner market exclusively✔ Additive pipeline alongside yourexisting book, shared revenue model─────────────────────────────────────────THE INVESTMENT PLATFORM: Institutional depth. Every complex tool included.✔ Private Placement Life & Annuity products✔ Direct Participation Programs(DPPs), non-traded REITs, oil & gas, equipment leasing✔ Exchange Funds for single-stockconcentration risk✔ Opportunity Zone investments,capital gains deferral strategies✔ Securities-backed lending,SBLOCs, premium financing✔ SMAs, UMAs, managed accounts,fee-based advisory programs✔ Executive bonus, split-dollar,buy-sell, life, DI, LTC✔ COLI, BOLI, 412(e)(3), definedbenefit/contribution, deferred comp✔ Variable, fixed, indexed &RILA annuities─────────────────────────────────────────PRACTICE DEVELOPMENT: We diagnose your practice andhelp you scale.This is not generic coaching. We do a hands-on practice analysis —revenue gaps, service model, positioning, client segmentation — and build aroadmap with you.✔ One-on-one consultation withsenior leadership✔ Revenue gap analysis and growthmapping✔ Client segmentation, servicemodel optimization, goal accountability✔ Ongoing coaching as your practicescales─────────────────────────────────────────WHAT WE REQUIRENon-negotiable: A deeply seasoned investment background. You mustspeak fluently across asset classes, alternatives, tax-advantaged structures,and sophisticated planning strategies.✔ 3+ years in business, establishedclient base, demonstrated production✔ Deep investment expertise acrossmanaged accounts, alternatives, DPPs, and advanced planning✔ Planning-first mindset,comfortable in the C-suite and boardroom✔ Collaborative, driven to buildsomething lasting─────────────────────────────────────────CONFIDENTIAL INQUIRYNo commitments, no pressure — just an honest conversation aboutfit.Peter PetriPpetri@baystatefinancial.com617-271-4056─────────────────────────────────────────Securities and investment advisory services offered through MMLInvestors Services, LLC (MMLIS), Member SIPC. Baystate Financial is not asubsidiary or affiliate of MMLIS. Alternative investments subject tosuitability review. Not an