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Financial Advisor 2

  • Company: Baylor Scott & White Health
  • Location: Concord, New Hampshire
  • Salary: Pay not listed
  • Full Time
  • Company site
  • Pay not listed

Baylor Scott & White Health at a glance

bswhealth.com/pages/default.aspx
  • Founded 1903
  • Employees 47000

SEC filings mentioning "Baylor Scott & White Health": 238search EDGAR

7,290 employees covered under a retirement plan (2022 filing) — via DOL Form 5500 / EFAST2

Registered as a global legal entity (LEI 2549005CG1LHNJNRUC41, US) — via GLEIF

Baylor Scott & White Health is a large non-profit health system headquartered in Dallas, formed in 2013 when Scott & White Health merged with Baylor Healthcare System. It operates 50+ hospitals and 800+ care sites and includes the Baylor Scott & White Health Plan. Founded roots trace to 1903; the system employs about 47,000 people. Recent coverage notes AI in revenue cycle, robotic surgery at Grapevine, foundation leadership changes, and the health plan exiting some individual and Medicaid markets. Learn more at Wikipedia and bswhealth.com.

2,847 Wikipedia views in June 2026 — a rough gauge of public visibility.

Source: Wikipedia · LinkedIn · X

Financial Advisor 2, Baylor Scott & White Health, Concord, New Hampshire

About This Position

Baylor Scott & White Health is seeking a Financial Advisor 2 to join our team in Concord, New Hampshire. As a full-time, on-site employee, you will play a crucial role in promoting the well-being of individuals and communities through financial guidance and support.

Day-to-Day Responsibilities

  • Provide comprehensive financial advice and planning to clients
  • Develop and maintain client relationships
  • Analyze financial data to identify opportunities for growth and investment
  • Create personalized financial plans that align with clients' goals
  • Stay updated on market trends, regulations, and industry best practices
  • Collaborate with other healthcare professionals to ensure holistic care for our patients

Qualifications

  • Bachelor's degree in Finance or related field required
  • Series 65 and Series 7 licenses preferred
  • Minimum of 3 years of experience as a Financial Advisor
  • Strong communication, interpersonal, and organizational skills
  • Affinity for the healthcare industry is beneficial

About Baylor Scott & White Health

At Baylor Scott & White Health, we are dedicated to serving faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better and we are in it together by supporting each other. Our mission is to empower you to live well through high-quality healthcare services.

Next Steps

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required fields are filled out accurately and submit as soon as possible.

Apply on company site

You’ll finish your application on the employer’s website. We don’t ask for a resume on this page.

What people say about Baylor Scott & White Health

Recent news

Aggregated from public discussions and news; opinions are the authors’ own.

Working in Concord, New Hampshire

Weather right now in Concord, New Hampshire: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:

This listing places the role in Concord, New Hampshire, New Hampshire. New Hampshire is a New England state bordering Massachusetts, Vermont, Maine, and Quebec. See New Hampshire on Wikipedia for state context. Confirm site, hybrid, or travel expectations with the employer—BSW’s core footprint is Texas.

New Hampshire is a state in the New England region of the Northeastern United States. It borders Massachusetts to the south, Vermont to the west, Maine and the Gulf of Maine to the east, and the Canadian province of Quebec to the north. Of the 50 U.S. states, New Hampshire is the seventh-smallest by land area and the tenth-least populous, with a population of 1,377,529 residents as of the 2020 cen

🇺🇸 Relocation safety for US: Exercise Normal Cautionvia Warnely, CC BY 4.0

National unemployment rate in US: 4.2%via World Bank

National job openings rate: 4.6%via BLS JOLTS

Private-sector wage growth (year over year): 3.3%via FRED

National quits rate: 1.9%via FRED (BLS JOLTS)

Weekly initial unemployment claims: 187,000via FRED

GDP per capita in US: $90,027via World Bank

Consumer price inflation in US: 2.9% (annual) — via World Bank

Real GDP growth in US: 2.2% (annual) — via World Bank

Average hours worked per year in US: 1,800via OECD

Unemployment rate in New Hampshire: 2.9%via U.S. Bureau of Labor Statistics

Cost of living in New Hampshire: 4.2% above the national averagevia BEA

Minimum wage in New Hampshire: $7.25/hrvia FRED

Real GDP per capita in New Hampshire: $68,446via FRED

Home prices in New Hampshire (year over year): +5.3%via FRED

Median household income in Merrimack County: $93,944via US Census ACS / Data USA

Average commute time in Merrimack County: 27 minvia US Census ACS / Data USA

Most common commute in Merrimack County: Drove Alone (73%) — via US Census ACS / Data USA

Households with home internet in Merrimack County: 93%via US Census ACS / Data USA

Nearest public transit: State House (bus stop, 81m). via OpenStreetMap

Nearby history: Upham--Walker House, listed 1980 (79m away) — via National Register of Historic Places

Typical climate: average high 56°F / low 35°F year-round (summers around 77°F, winters around 14°F) — via NOAA 1991-2020 Normals

Walkability: Above average walkablevia EPA National Walkability Index

Typical rent nearby: $1,504/mo · $1,974/movia HUD Fair Market Rents

  • Elevation 89m (292 ft)

Source: Wikipedia (state)

About this role & career path

O*NET’s Financial Advisor occupation (13-2052.00) maps closely: client interviews, analysis, plan education, ongoing review, portfolio upkeep, and goal-aligned recommendations. A “2” level usually signals mid-tier ownership of a book and more complex cases than entry advisory work.

Traits that fit this role

  • Initiative
  • Perseverance
  • Social Orientation
  • Achievement Orientation
  • Intellectual Curiosity

Source: O*NET Work Styles (Distinctiveness Rank).

Typical preparation needed: Job Zone 4: Considerable Preparation Needed. Most of these occupations require a four-year bachelor's degree, but some do not. — via O*NET

Industry news

Source: O*NET (public-domain bulk data)

Salary & compensation

Workers in Business & Financial Operations occupations earn a national median of $76,859via US Census ACS / Data USA

Build the skills for this role

Build strength in client interviewing, financial analysis, plan communication, account review, portfolio maintenance, and product/strategy recommendations (cash, insurance, investments). No cert list was provided in the source data for this enricher run.

  • Walk through a sample plan from discovery to recommendations using O*NET-style tasks.
  • Explain how you reassess plans after life or market changes.
  • Ask how this role sits within BSW (health plan, benefits, employee/patient advisory, or other).
  • Clarify Concord, NH location vs. Texas system operations and client base.

Strong fit if you already advise clients end-to-end and can work inside a large non-profit healthcare organization. Confirm role focus and geography early—company scale is Texas-heavy while the posting lists Concord, NH.

Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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Listing facts

  • Role Financial Advisor 2
  • Employer Baylor Scott & White Health
  • Location Concord, New Hampshire
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted July 24, 2026
  • Apply by August 24, 2026
  • Country United States
  • Overview Full job description on this page (243 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

Typical work in Financial Advisor

Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.

  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Source: O*NET

Employer website

bswhealth.com/pages/default.aspx

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Occupation family: Financial Advisor

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Financial Advisor 2 Baylor Scott & White Health · Concord, New Hampshire