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Advisor Jobs (NOW HIRING)

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 ...

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 ...

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

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 ...

$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 ...

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$345K

How much do advisor jobs pay per year?

As of Jun 4, 2026, the average yearly pay for advisor in the United States is $85,058.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $80,000.00 per year, depending on experience, location, and employer.

What Does an Advisor Do?

Depending on the industry, an Advisor has a variety of responsibilities in their role. You find Advisors in business, education, and many other fields. In general, an Advisor is someone who has deep industry knowledge or specializes in a specific area, and then uses their knowledge to the benefit of other people or organizations. You meet with clients to understand the challenges they may be facing, as well as the goals and needs they may have. Once you understand your client’s needs, you put together a strategy for overcoming those challenges or a plan for meeting the goals. If the client faces adversity along the way, the Advisor may work to devise practical and actionable solutions to continue on the path to success.

What are the key skills and qualifications needed to thrive as an Advisor, and why are they important?

To thrive as an Advisor, you need expertise in the relevant subject area, strong analytical abilities, and typically a relevant degree or certification. Familiarity with data analysis tools, customer relationship management (CRM) systems, and industry-specific software is common. Excellent communication, active listening, and problem-solving skills help Advisors build trust and provide tailored guidance. These skills are essential for delivering effective recommendations, fostering client relationships, and driving positive outcomes.

How does an Advisor typically collaborate with other departments or teams within an organization?

Advisors frequently work cross-functionally, partnering with a variety of departments such as operations, finance, and human resources to provide informed guidance and support. Effective Advisors build strong relationships with team members, attend interdepartmental meetings, and contribute their expertise to help shape organizational strategies or solve complex problems. This collaborative approach not only enhances decision-making but also ensures that recommendations are aligned with the organization's broader goals. Regular communication and adaptability are key, as Advisors must tailor their advice to different audiences and evolving business needs.

What are Advisors and what do they do?

Advisors are professionals who provide expert guidance and recommendations in a specific field such as finance, education, business, or career planning. Their main role is to help clients or organizations make informed decisions by analyzing information, assessing needs, and offering tailored advice. Advisors may work independently or as part of a larger team, and their responsibilities can include researching solutions, developing strategies, and supporting clients through complex decision-making processes.

What is the job of an advisor?

An advisor is a professional who provides guidance, recommendations, and expertise to clients or organizations to help them achieve their goals. They analyze information, develop strategies, and communicate solutions, often requiring strong communication and problem-solving skills. Advisors may work in various fields such as finance, education, or business, and often hold relevant certifications or qualifications.

What is the difference between Advisor vs Consultant?

AspectAdvisorConsultant
CredentialsOften requires industry-specific certifications or experienceTypically holds specialized degrees or certifications depending on the field
Work EnvironmentProvides ongoing guidance, often in a strategic or advisory capacityOffers project-based solutions, analysis, and recommendations
Employer & Industry UsageUsed across finance, education, and corporate sectors for ongoing supportCommon in management, IT, and business sectors for specific projects
Search & Comparison IntentPeople compare Advisor vs Consultant to understand roles and responsibilitiesOften 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.

What cities are hiring for Advisor jobs? Cities with the most Advisor job openings:
What are the most commonly searched types of Advisor jobs? The most popular types of Advisor jobs are:
What states have the most Advisor jobs? States with the most job openings for Advisor jobs include:
What are popular job titles related to Advisor jobs? For Advisor jobs, the most frequently searched job titles are:
Infographic showing various Advisor job openings in the United States as of May 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $85,058 per year, or $40.9 per hour.

Associate Private Wealth Advisor

Lead Advisor

Boise, ID

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