Job Description

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
• Sales Leadership
• 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
• Collaboration & Reporting
• 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

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