Financial Advisor Team Leader

mtb· 008 M&T Securities
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📍 Boston, MAFull time💰 USD 104K–173K

About this role

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

#LI-ES1

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

Frequently Asked Questions

What is the salary for the Financial Advisor Team Leader role at mtb?
The listed salary for this Financial Advisor Team Leader position at mtb is USD 104K–173K. This is an Full time role.
Where is the Financial Advisor Team Leader position at mtb located?
This Financial Advisor Team Leader role at mtb is based in Boston, MA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Financial Advisor Team Leader role at mtb full-time or part-time?
This is listed as a Full time position. It is posted as a Financial Advisor Team Leader role in the 008 M&T Securities department at mtb.
Which team or department does the Financial Advisor Team Leader at mtb belong to?
This Financial Advisor Team Leader position is part of the 008 M&T Securities department at mtb. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Advisor Team Leader position at mtb?
Click the "Apply Now" button on this page. You will be redirected to mtb's official application portal hosted on workday where you can submit your application directly.
When was the Financial Advisor Team Leader job at mtb posted?
This Financial Advisor Team Leader position at mtb was posted on Aug 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Advisor Team Leader
mtb · 💰 USD 104K–173K
Apply for this role ↗

You'll be redirected to mtb's official application page on Workday.