Financial Advisor Team Leader

Baystate Financial; Boston (MA); Hybrid; USD 60,000 - 250,000; Full time

Job summary

Baystate Financial is seeking a Financial Advisor Team Leader to coach and develop a high-performing sales team. This full-time hybrid role based in Boston involves recruiting, coaching, and ensuring advisors' success while maintaining personal production in a growth-oriented environment.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 5+ years of Financial Planning or Financial Advisory experience.
• Expertise in Finance and Investments.
• Experience in retirement planning strategies.

Responsibilities

• Assist in identifying and recruiting new sales advisors.
• Provide coaching and support for new and junior advisors.
• Contribute to team structure planning and growth strategy.

Skills

Leadership

Coaching

Recruitment

Sales Performance

Education

Series 7, 63, 65 or 66

Certifications such as CFP, CFA

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from Baystate Financial

Director of Recruiting at Baystate Financial

About Us:

Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in financial planning, business and estate planning, retirement planning, and various protection and investment products, Baystate Financial is committed to bringing the best to their clients every day.

About the Role:

We’re looking for a motivated and people-focused Financial Advisor Team Leader to help us build, coach, and develop a high-performing sales team. This role is ideal for someone who is passionate about leadership, enjoys mentoring others, and thrives in a fast-paced, growth-oriented environment.

As a Junior Sales Manager, you will play a key role in recruiting new advisors, providing hands-on coaching, and driving sales performance across your team. You'll work closely with senior leadership to help shape team culture, implement sales processes, and ensure that our advisors are equipped to succeed.

In addition to leadership responsibilities, this role will maintain a level of personal production and manage a book of business.

This is a full-time hybrid role which can be based out of Boston, MA; Wellesley, MA; Wakefield, MA; Marshfield, MA; Southborough, MA; Holyoke, MA; Colchester, VT; Bedford, NH; West Hartford, CT; New Haven, CT; Bridgeport, CT;

Key Responsibilities:

• Team Building & Recruitment
• Assist in identifying, recruiting, and onboarding new sales advisors
• Contribute to team structure planning and growth strategy
• Coaching & Development
• Provide day-to-day coaching, training, and support for new and junior advisors
• Conduct regular one-on-ones, sales reviews, and performance check-ins
• Create a positive and motivating environment that encourages learning and accountability
• Support the execution of sales plans and team targets
• Monitor team KPIs and work with leadership to adjust strategies as needed
• Help implement and improve sales processes and best practices
• Collaborate cross-functionally with marketing, operations, and senior sales leadership
• Report on team performance, pipeline metrics, and training needs

Requirements:

• 5+ years of Financial Planning or Financial Advisory experience
• Expertise in Finance and Investments
• Experience in retirement planning strategies
• Series 7, 63, 65 or 66.
• Certifications such as CFP, CFA, or equivalent are a plus

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Management, and Sales

• Industries

  Financial Services and Insurance

Referrals increase your chances of interviewing at Baystate Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified about new Financial Advisor jobs in Boston, MA.

Braintree, MA $60,000.00-$150,000.00 2 weeks ago

Boston, MA $140,000.00-$180,000.00 2 weeks ago

Greater Boston $50,000.00-$100,000.00 1 day ago

Boston, MA $100,000.00-$250,000.00 2 days ago

Financial Representative - 2025 College Graduates!

Boston, MA $105,000.00-$250,000.00 2 weeks ago

Tewksbury, MA $200,000.00-$240,000.00 1 week ago

Boston, MA $50,000.00-$300,000.00 2 weeks ago

Financial Reporting Analyst - Mutual Fund Accounting

Financial Advisor - Training Provided (Career Changers Encouraged)

Boston, MA $105,000.00-$250,000.00 4 days ago

Wakefield, MA $60,000.00-$80,000.00 1 day ago

Senior Finance Associate - Private Credit

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.