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Financial Advisor Trainee Jobs in Boston, MA (NOW HIRING)

M&T Bank

Financial Advisor Team Leader

Boston, MA · On-site

$103K - $173K/yr

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 ...

New

M&T Bank

Financial Advisor Team Leader

Boston, MA · On-site

$103K - $173K/yr

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 ...

First Command

Financial Advisor

Burlington, MA

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...

Northwestern Mutual

Financial Advisor

Wellesley, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Wellesley, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Wellesley, MA · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Rockland, MA

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Andover, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Woburn, MA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Rockland, MA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Andover, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Boston, MA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Middleton, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Wellesley, MA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Wellesley, MA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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Financial Advisor Trainee information

See Boston, MA salary details

$34.2K

$52.6K

$75.5K

How much do financial advisor trainee jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial advisor trainee in Boston, MA is $52,614.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $56,500.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

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The most popular types of Financial Advisor jobs in Boston, MA are:

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For Financial Advisor Trainee jobs in Boston, MA, the most frequently searched job titles are:

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The top searched job categories for Financial Advisor Trainee jobs in Boston, MA are:

What cities near Boston, MA are hiring for Financial Advisor Trainee jobs?

Cities near Boston, MA with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $52,614 per year, or $25.3 per hour.

Financial Advisor Team Leader

M&T Bank

Boston, MA • On-site

$103K - $173K/yr

Full-time

Posted 3 days ago

New

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

78th of 173 rated banks

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

#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

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