Financial Advisor Team Leader

@ 008 M&T Securities
008 M&T Securities008m&tsecurities.com

Financial Advisor Team Leader

Boston, MA
Posted 2 weeks ago

About the job

M&T Bank seeks a Team Leader for Centralized Financial Advisors in Boston/NH/Vermont, focusing on coaching, client relationships, and expanding market presence.

Requirements

  • 7+ years in sales environment
  • 2+ years managerial experience
  • FINRA Series 7, 63, 24, 65 licenses
  • NY Life/Health license
  • Bachelor's degree or equivalent experience

Qualifications

  • Strong leadership skills
  • Experience in financial services
  • Excellent communication skills
  • Ability to develop talent

Full job description

Team Leader - Centralized Financial Advisors | Northeast Market (Boston/New Hampshire/Vermont)

Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New Hampshire and Vermont. This role is responsible for coaching and developing advisors, strengthening client engagement strategies, supporting advisor onboarding and growth, and driving sales performance across a centralized advisory team. The ideal candidate is a collaborative leader who is passionate about developing talent, creating exceptional client experiences, and helping advisors grow their practices while expanding M&T's presence in key Northeast markets.

           

What You'll Do

  • Lead, coach, and develop a team of 10-14 Financial Advisors and advisor trainees supporting clients across the Northeast market.

  • Drive advisor performance through coaching, sales training, and development focused on client acquisition, relationship growth, and financial planning excellence.

  • Partner with Retail, Wealth, and other key stakeholders across the Boston and New Hampshire markets to strengthen referral relationships and expand client engagement opportunities.

  • Support onboarding and development of newly hired Financial Advisors, creating a strong foundation for long-term success.

  • Monitor advisor performance, pipeline activity, and client outcomes to identify opportunities for coaching and market growth.

  • Champion a culture of accountability, belonging, collaboration, and client-focused execution.

  • Ensure adherence to advisory, compliance, risk, and regulatory standards.

Education and Experience Required:

Bachelor’s degree and a minimum of 7 years’ experience in a sales environment, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience inclusive of a minimum of 7 years’ experience in a sales environment

Minimum of 2 years' managerial, supervisory, and/or work leadership experience

FINRA Series 7, 63, 24, and 65 Licenses

New York State Life/Accident and Health Insurance license

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $103,900.00 - $173,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Boston, Massachusetts, United States of America
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