Financial Advisor Team Leader

Baystate Financial, LLC; Colchester (VT); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Baystate Financial recherche un leader d'équipe de conseillers financiers passionné par le mentorat et le développement de performances commerciales. En tant que Financial Advisor Team Leader, vous serez responsable du recrutement, de la formation et de la gestion des conseillers tout en atteignant des objectifs de vente dans un environnement collaboratif. Ce poste hybride à plein temps vous offre l'opportunité de façonner la culture de l'équipe et d'impacter le succès de votre équipe.

Benefits

Assurance médicale

Assurance vision

Plan 401(k)

Qualifications

• 5+ années d'expérience en planning financier ou conseil financier.
• Expertise en finance et investissements.
• Certifications telles que Series 7, 63, 65 ou 66.

Responsibilities

• Recruter et coacher des conseillers financiers.
• Mettre en œuvre et améliorer les processus de vente.
• Surveiller la performance de l'équipe et ajuster les stratégies.

Skills

Leadership

Coaching

Financial Planning

Sales Strategy

Education

Certifications CFP, CFA, ou équivalent

Expérience en planification financière

Job description

2 days 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

#LI-BFS1

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Management

• 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)

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