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Lead Advisor Jobs (NOW HIRING)

CSI Group LLP

Lead Advisor

Wall, NJ · On-site

$75K/yr

The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI360™ member experience ...

CSI Group LLP

Lead Advisor

Wall, NJ

The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI360 member experience, from ...

CSI Group

Lead Advisor

Wall, NJ · On-site

The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI360™ member experience ...

Kestra Holdings

Lead Advisor

Reston, VA · On-site

$140K - $180K/yr

The Lead Advisor Leads and manages advisory support team members while overseeing client relationships and delivering financial planning, investment analysis, recommendations, and trade execution ...

Lead Advisor

Be Seen First

Financial Advisor

Chicago, IL · On-site

$82K - $120K/yr

Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT ...

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 · 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 · 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 ...

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 ...

CSI Group LLP

Lead Advisor

Brooklyn, NY

Lead branch-level tax preparation and planning services as a core pillar of the CSI360 offering ... Build and sustain long-term relationships with members, serving as their trusted CSI360 advisor and ...

CSI Group

Lead Advisor

Brooklyn, NY · On-site

Lead branch-level tax preparation and planning services as a core pillar of the CSI360™ offering ... Build and sustain long-term relationships with members, serving as their trusted CSI360™ advisor ...

Fullerton Financial Planning

Wealth Advisor

Peoria, AZ · On-site

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 ...

Fullerton Financial Planning

Wealth Advisor

Peoria, 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 ...

CSI Group LLP

Lead Advisor

Brooklyn, NY · On-site

$75K/yr

Lead branch-level tax preparation and planning services as a core pillar of the CSI360™ offering ... Build and sustain long-term relationships with members, serving as their trusted CSI360™ advisor ...

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Lead Advisor information

See salary details

$27K

$92.3K

$146K

How much do lead advisor jobs pay per year?

As of Aug 25, 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 is a lead advisor?

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 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 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 August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.

Lead Advisor

Wall, NJ • On-site

CSI Group LLP
Transportation and Warehousing • 1 - 10 employees
Learn more about CSI Group LLPexternal

$75K/yr

Full-time

Re-posted 6 days ago

Job description

Join CSI Group - A Thriving Career Awaits You!
About CSI Group
CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.
Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360™ approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future.
We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people.
Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
The Lead Advisor is the driving force behind branch success at CSI Group. As the senior client-facing professional at the branch level, the Lead Advisor owns the full CSI360™ member experience, from first engagement through long-term financial partnership. This role combines the expertise of a credentialed financial and tax advisor, a branch operator, and a people leader, responsible for growing a loyal member base, delivering integrated financial and tax solutions, and leading a high-performing team of Member Services Representatives.
The Lead Advisor is accountable for branch production, member satisfaction, and team development. This is a role for a motivated, relationship-driven professional who takes pride in making a real difference in the financial lives of everyday Americans and building a branch culture rooted in CSI's CAPTAG values.
Key Responsibilities
Member Advisory & Relationship Management
  • Serve as the primary financial advisor for branch members, delivering personalized guidance across tax, investment advisory, and estate planning services.
  • Guide members through the full CSI360™ journey, identifying needs, recommending solutions, and building trusted long-term relationships that support their financial well-being.
  • Conduct member meetings, financial reviews, and planning sessions with professionalism, clarity, and a genuine commitment to member outcomes.
  • Serve as the escalation point for complex member situations, including IRS matters, resolving issues with care and expertise.
  • Champion a member-first culture throughout the branch, modeling the standard for exceptional service.

Tax Services & Enrolled Agent Responsibilities
  • Oversee the delivery of tax services at the branch level, ensuring accuracy, compliance, and a high-quality member experience throughout tax season and year-round.
  • Leverage Enrolled Agent credentials to represent members before the IRS in examinations, collections, and appeals, serving as the branch's trusted authority on federal tax matters.
  • Supervise and support the Associate Advisor and branch team in tax preparation workflows, quality review, and timely filing.
  • Stay current on federal and state tax law changes, IRS guidance, and continuing education requirements to maintain EA licensure.
  • Identify tax planning opportunities that deepen member relationships and connect members to broader CSI advisory services.

Branch Production & Growth
  • Own branch production targets including new member acquisition, assets under management (AUM) growth, tax client retention and expansion, and referral generation.
  • Drive outbound and inbound member engagement campaigns to grow the branch pipeline, reactivate lapsed members, and deepen relationships with existing members.
  • Identify and pursue community-level opportunities to expand CSI's presence and grow the branch member base.
  • Collaborate with the Director of Member Advisory Services on branch performance, growth strategies, and market opportunities.
  • Monitor key branch metrics and take proactive steps to close performance gaps and capitalize on growth opportunities.

Team Leadership & Development
  • Directly manage, coach, and develop a team of Member Services Representatives and Senior Member Services Representatives.
  • Set clear performance expectations, conduct regular one-on-ones, and provide ongoing feedback that drives individual and team growth.
  • Lead branch huddles and team meetings that align the team on priorities, campaigns, and member experience standards.
  • Partner with the People team on hiring, onboarding, performance management, and recognition for branch staff.
  • Foster a branch culture that reflects CSI's CAPTAG values and creates an environment where team members thrive.

Campaign & Outreach Leadership
  • Direct the planning and execution of outbound and inbound member campaigns, including seasonal tax outreach, financial review campaigns, referral programs, and member reactivation efforts.
  • Assign campaign responsibilities to the Senior MSR and MSR team, providing clear direction and monitoring execution quality and member response.
  • Review campaign results and member pipeline activity regularly, adjusting strategies to optimize engagement and conversion.
  • Ensure all outreach activity reflects CSI's standards for professionalism, compliance, and member care.

Branch Operations & Compliance
  • Oversee the day-to-day operational health of the branch, ensuring processes, documentation, and workflows meet CSI standards.
  • Maintain compliance with all applicable regulatory requirements, internal SOPs, and industry standards.
  • Partner with the Director of Member Advisory Services and compliance leadership to address any operational or regulatory concerns promptly.
  • Ensure accurate and up-to-date member records across all CSI platforms and systems.

Qualifications & Skills
  • Bachelor's degree in Finance, Business, or a related field required; advanced degree or additional professional designations a plus.
  • 5 or more years of experience in financial advisory, wealth management, or financial services, with a demonstrated track record of production growth and client relationship management.
  • Enrolled Agent (EA) license required; active IRS credentialing and continuing education must be maintained throughout employment.
  • Series 65 license required (or commitment to obtain within a defined period per CSI's licensing program).
  • Proven experience leading, coaching, and developing a service or advisory team.
  • Strong business development skills with experience driving outbound and inbound member engagement campaigns.
  • Exceptional interpersonal and communication skills with the ability to build trust quickly and explain complex financial and tax concepts clearly.
  • Highly organized and results-oriented, with the ability to manage branch operations and advisory responsibilities simultaneously.
  • Comfortable with CRM systems, tax preparation platforms, financial planning tools, and Microsoft Office Suite.

Apply