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Vision Financial Services Jobs (NOW HIRING)

Baystate Financial

Financial Services Advisor

Boston, MA

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Medical, Dental & Vision * 401(k) + retirement savings programs * Life & Disability coverage ... financial planning services firms in New England. Baystate Financial is comprised of a team of over ...

Baystate Financial

Financial Services Advisor

Newton, MA

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Medical, Dental & Vision * 401(k) + retirement savings programs * Life & Disability coverage ... financial planning services firms in New England. Baystate Financial is comprised of a team of over ...

Baystate Financial

Financial Services Advisor

Woburn, MA

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Medical, Dental & Vision * 401(k) + retirement savings programs * Life & Disability coverage ... financial planning services firms in New England. Baystate Financial is comprised of a team of over ...

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Vision Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do vision financial services jobs pay per year?

As of Aug 18, 2026, the average yearly pay for vision financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is Vision Financial Services?

Vision Financial Services refers to a company or suite of offerings that provide financial products and advisory solutions to individuals, businesses, or organizations. These services typically include investment management, retirement planning, insurance, wealth management, and financial consulting. Vision Financial Services aims to help clients achieve their financial goals by offering tailored strategies and expert guidance. The specific services provided may vary based on the firm's expertise and client needs.

What are some common challenges faced by professionals working in Vision Financial Services, and how can they be addressed?

Professionals in Vision Financial Services often navigate a fast-paced environment where adapting to evolving financial regulations and client needs is essential. A common challenge is keeping up with regulatory compliance while delivering personalized client solutions. Building strong communication and organizational skills helps, as does continuous professional development to stay informed about industry trends. Collaboration with compliance teams and ongoing training are key strategies for overcoming these challenges and delivering high-quality service.

What are the key skills and qualifications needed to thrive as a Financial Services Representative, and why are they important?

To thrive as a Financial Services Representative, you need a solid foundation in finance, customer service, and sales, often supported by a relevant degree and industry certifications such as FINRA Series 6 or 7. Familiarity with financial planning software, CRM systems, and compliance tools is typically required. Strong interpersonal communication, active listening, and problem-solving skills help build client trust and foster lasting relationships. These skills are vital for providing tailored financial solutions, maintaining regulatory compliance, and achieving business growth in a competitive field.

What is the difference between Vision Financial Services vs Financial Advisor?

AspectVision Financial ServicesFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, CFA, Series 7/66
Work EnvironmentFinancial firms, banks, independent officesFinancial firms, banks, independent offices
Industry UsageFinancial services companiesFinancial services industry

Both roles often require similar certifications like CFP or Series 7/66 and operate within financial firms or banks. While a Financial Advisor provides personalized investment advice to clients, Vision Financial Services may refer to a company name or a broader service provider. Understanding these distinctions helps clarify career paths and client services within the financial industry.

More about Vision Financial Services jobs

What cities are hiring for Vision Financial Services jobs?

Cities with the most Vision Financial Services job openings:

What states have the most Vision Financial Services jobs?

States with the most job openings for Vision Financial Services jobs include:

What job categories do people searching Vision Financial Services jobs look for?

The top searched job categories for Vision Financial Services jobs are:

Vision Financial Services jobs near you
Infographic showing various Vision Financial Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Advisor

Baystate Financial

Boston, MA

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Are you ready to achieve financial freedom?


Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings.

We’re looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings at a plan comission.


At Baystate Financial, we don’t just hire employees- we partner with entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed.


If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path.


Why Baystate

  • You run your practice – we provide the training, systems, and support
  • Uncapped earnings – your results dictate your rewards (commissions + incentives)
  • Mentorship from top producers – learn directly from proven leaders
  • Marketing + technology power – so you stay focused on growth, not admin
  • Top Producer recognition & incentives – compete, win, and get rewarded


What We Offer

  • Medical, Dental & Vision
  • 401(k) + retirement savings programs
  • Life & Disability coverage
  • Competitive incentives, trips, and recognition


What You’ll Do

  • Build your own book of business helping clients achieve their financial goals
  • Take ownership of your growth with the backing of a 600+ professional firm
  • Push yourself daily to maximize results, freedom, and income


What It Takes

  • High drive, self-motivation, and competitive spirit
  • U.S. Citizen or Permanent Resident (licenses/registrations required)
  • 2 years of professional experience in a similar or related field required


Compensation

$80,000 - $100,000+ at plan commission with the resources, training, licensing, and roadmap to become successful.


About Baystate Financial-


We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results 

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services 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 throughout the country.