Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Boise. To view other open roles, visit jobs.lead-advisor.com Position Overview and Purpose ...
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Boise. To view other open roles, visit jobs.lead-advisor.com Position Overview and Purpose ...
Financial Advisor
$50K - $140K/yr
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects * Be a coachable, organized team member interested in pursuing training ...
Quick apply
Financial Advisor
$50K - $140K/yr
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects * Be a coachable, organized team member interested in pursuing training ...
Financial Advisor
$50K - $120K/yr
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...
Quick apply
Financial Advisor
$50K - $120K/yr
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...
Associate Private Wealth Advisor
Boise, ID · On-site
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Boise. To view other open roles, visit jobs.lead-advisor.com Position Overview and Purpose ...
Associate Private Wealth Advisor
Boise, ID · On-site
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Boise. To view other open roles, visit jobs.lead-advisor.com Position Overview and Purpose ...
Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing ...
Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing ...
Financial Advisor Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing ...
Financial Advisor Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing ...
Financial Advisor Are you self managed, self-motivated, self-resourced, and service focused? Wealth With No Regrets ® in Alpharetta, GA is seeking to add a Financial Advisor to our team! We are an ...
Financial Advisor Are you self managed, self-motivated, self-resourced, and service focused? Wealth With No Regrets ® in Alpharetta, GA is seeking to add a Financial Advisor to our team! We are an ...
Financial Advisor - Manassas, VA
$110K - $145K/yr
Financial Advisor Firm: Legacy Wealth Management Location: Manassas, VA Overview: At Legacy Wealth Management , located in Manassas, VA , we are dedicated to providing top-notch financial services ...
Financial Advisor - Manassas, VA
$110K - $145K/yr
Financial Advisor Firm: Legacy Wealth Management Location: Manassas, VA Overview: At Legacy Wealth Management , located in Manassas, VA , we are dedicated to providing top-notch financial services ...
Associate Advisor - Glendora, CA
Glendora, CA · On-site
$70K - $95K/yr
Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize ...
Associate Advisor - Glendora, CA
Glendora, CA · On-site
$70K - $95K/yr
Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize ...
Associate Advisor - Evansville, WI
$68.90K - $86.90K/yr
Associate Advisor Firm: Retirement Income Strategies Location: Evansville, WI Overview: Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This ...
Associate Advisor - Evansville, WI
$68.90K - $86.90K/yr
Associate Advisor Firm: Retirement Income Strategies Location: Evansville, WI Overview: Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...
Financial Advisor
Wheeling, WV · On-site +1
$50K - $120K/yr
Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...
Financial Advisor
Wheeling, WV · On-site +1
$50K - $120K/yr
Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
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Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Service Advisor - Ann Arbor, MI
$80K - $90K/yr
Service Advisor Firm: Imber Wealth Advisors Location: Ann Arbor, MI Do you excel at building long-term relationships, thoughtful planning, and serving as a dependable guide for clients? Are you ...
Service Advisor - Ann Arbor, MI
$80K - $90K/yr
Service Advisor Firm: Imber Wealth Advisors Location: Ann Arbor, MI Do you excel at building long-term relationships, thoughtful planning, and serving as a dependable guide for clients? Are you ...
Associate Advisor - Woodland Hills, CA
$60K - $70K/yr
Associate Advisor Firm: Premiere Wealth Advisors Location: Woodland Hills, CA Overview: Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office ...
Associate Advisor - Woodland Hills, CA
$60K - $70K/yr
Associate Advisor Firm: Premiere Wealth Advisors Location: Woodland Hills, CA Overview: Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office ...
$70K - $80K/yr
Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Kapolei ...
$70K - $80K/yr
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$70K - $80K/yr
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Service Advisor - Maui, HI
$70K - $80K/yr
Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Maui ...
Advisor information
See salary details
$38.7K is the 25th percentile. Wages below this are outliers.
$26K - $55K
57% of jobs
$76.1K is the 75th percentile. Wages above this are outliers.
$55K - $84K
24% of jobs
$84K - $113K
8% of jobs
$113K - $142K
0% of jobs
$142K - $171K
8% of jobs
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0% of jobs
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$229K - $258K
0% of jobs
$258K - $287K
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0% of jobs
$316K - $345K
2% of jobs
$26K
$85.1K
$345K
How much do advisor jobs pay per year?
What Does an Advisor Do?
What are the key skills and qualifications needed to thrive as an Advisor, and why are they important?
How does an Advisor typically collaborate with other departments or teams within an organization?
What are Advisors and what do they do?
What is the job of an advisor?
What is the difference between Advisor vs Consultant?
| Aspect | Advisor | Consultant |
|---|---|---|
| Credentials | Often requires industry-specific certifications or experience | Typically holds specialized degrees or certifications depending on the field |
| Work Environment | Provides ongoing guidance, often in a strategic or advisory capacity | Offers project-based solutions, analysis, and recommendations |
| Employer & Industry Usage | Used across finance, education, and corporate sectors for ongoing support | Common in management, IT, and business sectors for specific projects |
| Search & Comparison Intent | People compare Advisor vs Consultant to understand roles and responsibilities | Often compared to Advisors for clarity on scope and engagement |
In summary, Advisors typically provide ongoing, strategic guidance and are involved in long-term planning, while Consultants focus on project-specific solutions and analysis. Both roles require relevant credentials and are used across various industries, but their engagement styles differ.

Full-time
Posted 13 days ago
Job description
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Boise. To view other open roles, visit jobs.lead-advisor.com
Position Overview and Purpose
Associate Private Wealth Advisors are responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice but may also rely on technical specialists to develop recommendations within an individual specialist's area of expertise. Associate Private Wealth Advisors are not expected to develop new client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients. They work closely with, train, and supervise Client Servicing team members.
Specific responsibilities include, but will not be limited to:
• Assist the Private Wealth Advisor in the onboarding of a new client by providing planning support and implementation of the financial plan.
• Deliver exceptional client support by understanding the recommendations identified in review meetings and effectively delegating tasks to service team members while providing communication to clients.
• Be able to make recommendations for planning solutions while being a trusted source of information for clients and team members.
• Serve as the primary point of contact for client relationships and provide support in interim of annual reviews with the Private Wealth Advisor. Understand the client's financial circumstance and objectives.
• Collaborate with the Marketing team to identify leads and tactfully request client referrals when appropriate.
• Responsible for quality control of client deliverables such as plans, analysis, and presentations.
• Review client meeting preparation material and make edits as needed to presentation material, agendas, and forms.
• Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams.
• Provide training and management for client services team members. Communicate clearly and consistently with feedback for direct reports and team members.
Education and Industry Experience Required
• Exemplary written and verbal communication skills with the ability to present complex topics clearly and simply.
• Proactive mindset with the ability to anticipate and resolve issues for clients and team members, along with impeccable follow-through.
• Highly detail-oriented, accurate, organized, and able to set priorities autonomously.
• Minimum of 5 years within the insurance, investment, or financial service industry.
• Hold Idaho Life, Health, and Long-Term Care insurance licenses and FINRA Series 7 and 63 licenses.
• Highly proficient technical skills with the ability to analyze quantitative and qualitative information.
• Coachable, self-aware, passionate about learning and willing to be vulnerable.
Desired
• Bachelor's degree in Finance, Economics, Accounting, or other business-related degrees.
• Industry relevant certifications such as ChFC, CFP, CFA, CWM and RICP.
Additional Requirements
• Tech-savvy with experience in both proprietary and mass-market systems.
Salary: 90-125k base
Location: In Boise office