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Lead Advisor Jobs (NOW HIRING)

Transcend Practice Management

Lead Advisor

Manhattan, NY · Hybrid

$200K - $250K/yr

Lead Advisor Location: New York, NY Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid We are an independent advisory firm, and a team-oriented environment of motivated people who ...

Brighton Jones

Lead Advisor - Seattle

Seattle, WA · On-site

$120K - $300K/yr

A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our ...

Brighton Jones

Lead Advisor - Seattle

Seattle, WA

$120K - $300K/yr

A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our ...

Kestra Holdings

Lead Advisor

Houston, TX · On-site

Participate on the firm's Investment Committee and lead plan execution. * Communicate proactively to address changing client needs. * Supervise advisors and coordinate support staff for seamless ...

Brighton Jones

Lead Advisor - Seattle

Seattle, WA · On-site

$120K - $300K/yr

A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our ...

CSI Group LLP

Lead Advisor

Wall, NJ

Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and ... Build and sustain long-term relationships with members, acting as a trusted advisor who understands ...

CSI Group LLP

Lead Advisor

Wall, NJ · On-site

$75K/yr

Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and ... Build and sustain long-term relationships with members, acting as a trusted advisor who understands ...

CSI Group

Lead Advisor

Wall, NJ · On-site

Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and ... Build and sustain long-term relationships with members, acting as a trusted advisor who understands ...

Old National Bank

Liquidity Lead Advisor

Chicago, IL

Liquidity Lead Advisor Job Locations US-IL-Chicago Category/Function Treasury Management Position Type Regular Full-Time Requisition ID 2026-19436 Workplace Type On Site Overview Old National Bank ...

Fullerton Financial Planning

Wealth Advisor

Scottsdale, AZ · On-site

$80K - $100K/yr

You will be working alongside your Lead Advisor with a variety of tasks including but not limited to logging notes from their client and prospect meetings into Salesforce, fielding incoming calls for ...

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Lead Advisor information

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$27K

$92.3K

$146K

How much do lead advisor jobs pay per year?

As of May 29, 2026, the average yearly pay for lead advisor in the United States is $92,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $122,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Lead Advisor, you need expertise in strategic planning, client relationship management, and relevant industry knowledge, often supported by a bachelor's degree or higher in a related field. Familiarity with customer relationship management (CRM) systems, data analysis tools, and sometimes professional certifications such as CFP or CFA are commonly expected. Strong leadership, problem-solving abilities, and excellent interpersonal communication help you excel in guiding teams and building client trust. These skills and qualities are crucial for delivering effective advice, fostering client satisfaction, and driving business growth.

How does a Lead Advisor typically collaborate with other team members to ensure client goals are met?

Lead Advisors often work closely with associate advisors, analysts, and support staff to develop and execute comprehensive financial plans for clients. They coordinate team meetings, delegate research and administrative tasks, and ensure clear communication of client objectives and progress. Regular collaboration with investment specialists, tax professionals, and compliance officers is common to provide clients with well-rounded, tailored advice. This team-oriented approach helps deliver high-quality service and fosters professional growth within the team.

What are Lead Advisors?

Lead Advisors are experienced professionals who provide guidance and strategic advice to clients or organizations. They typically oversee teams of advisors, coordinate client services, and help develop solutions to complex problems. Lead Advisors often work in fields such as finance, education, or consulting, and are responsible for building and maintaining client relationships. Their role involves both leadership and direct advisory responsibilities, ensuring that clients receive high-quality, tailored advice to meet their goals.

What is the difference between Lead Advisor vs Client Advisor?

AspectLead AdvisorClient Advisor
CredentialsTypically requires industry-specific certifications and experienceOften requires similar certifications, focusing on client relationship skills
Work EnvironmentLeads teams, manages projects, and develops strategiesFocuses on client interactions, providing advice and support
Employer & Industry UsageCommon in financial services, consulting, and advisory firmsWidely used in banking, insurance, and financial planning

While both roles involve client interaction and industry knowledge, the Lead Advisor typically oversees teams and strategic initiatives, whereas the Client Advisor primarily focuses on direct client service and relationship management.

What cities are hiring for Lead Advisor jobs? Cities with the most Lead Advisor job openings:
Who are the top companies hiring for Lead Advisor jobs? The top employers for Lead Advisor jobs are:
What states have the most Lead Advisor jobs? States with the most job openings for Lead Advisor jobs include:
What are popular job titles related to Lead Advisor jobs? For Lead Advisor jobs, the most frequently searched job titles are:
Lead Advisor jobs near you
Infographic showing various Lead Advisor job openings in the United States as of May 2026, with employment types broken down into 47% Full Time, 50% Part Time, 2% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.

Lead Advisor

Transcend Practice Management

Manhattan, NY • Hybrid

$200K - $250K/yr

Full-time

Posted 21 days ago

Job description

Lead Advisor

Location: New York, NY

Salary: $200,000 - $250,000 base salary

Status: Full-time; Hybrid

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Lead Advisor to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. You will serve as the relationship lead for clients who enjoy rich, detail-driven discussions about planning, strategy, and portfolio rationale. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are:

  • You view being an advisor as a calling rather than a profession.
  • You can translate complex financial and investment concepts in a way that clients appreciate and trust.
  • You are mission-driven, with a genuine interest in sustainability and aligning financial strategies with client values.
  • You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Lead Advisor, you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to:

  • Take ownership of financial planning and investment management.
  • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
  • Analyze client's income and asset situation; review and update client's financial situation.
  • Develop and present financial planning recommendations and/or alternatives.
  • Take a proactive approach to client service and collaboration with colleagues.
  • Stay up to date with market trends, financial products, and regulatory changes.
  • Collaborate with other team members to enhance service delivery and client satisfaction.
  • Occasionally travel to see clients in our Hudson Valley location or in other states.

Qualifications for this opportunity include:

  • Bachelor's degree
  • 10 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations
  • CFP® required. CFA, CPA, or CIMA preferred.
  • Series 65 or willingness to obtain
  • The ability to build lasting, high trust relationships with clients through exemplary client service
  • Strong analytical background in planning, analysis, research, or another technical discipline. Comfort engaging clients at a deeper level.
  • Very team-oriented
  • Strong, adaptive technology abilities
  • Intellectual curiosity and passion for our business

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!