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Lead Advisor Jobs in California (NOW HIRING)

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients. The Advisor will help execute BEW's detailed Client Experience roadmap to ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

$110K - $165K/yr

BEW seeks an Advisor to assist Senior and Lead Advisors with financial planning and investment management for their clients. The Advisor will help execute BEW's detailed Client Experience roadmap to ...

KOHLS

Full-Time Beauty Lead Advisor - Sephora

Lakewood, CA · On-site

$20.80 - $29.10/hr

About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain ...

KOHLS

Full-Time Beauty Lead Advisor - Sephora

Manteca, CA · On-site

$19.60 - $27.45/hr

About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain ...

KOHLS

Full-Time Beauty Lead Advisor - Sephora

Whittier, CA · On-site

$20.80 - $29.10/hr

About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain ...

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All JobsLead Advisor JobsLead Advisor Jobs in California

Lead Advisor information

See California salary details

$26.6K

$91.1K

$144.1K

How much do lead advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for lead advisor in California is $91,100.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $120,900.00 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 are popular job titles related to Lead Advisor jobs in CA?

For Lead Advisor jobs in CA, the most frequently searched job titles are:

Lead Advisor jobs near you
Infographic showing various Lead Advisor job openings in California as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,100 per year, or $43.8 per hour.

Lead Financial Advisor - Pleasanton, CA

Pleasanton, CA • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

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, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Pleasanton, CA is seeking to add a Lead Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise! If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability
Minimum Requirements:
  • College degree preferred
  • 2+ years of financial service experience required
  • Series 66 or 65 and Life and Health required
  • Experience selling AUM and Annuities required
  • Ability to bring a small book of business
  • Strong organizational, prioritization, interpersonal and management skills
  • Excellent communication skills; both verbal and written
Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Meet individual and team goals
Salary:
  • Annually Forgivable Base Draw starting at $100K
  • Variable Compensation Overrides for performance
Benefits:
  • 401k with generous matching
  • 100% employer paid insurance (health, vision, dental)
  • Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
  • Paid holidays
  • PTO
Hours:
  • Monday-Thursday: 8am-5pm, Friday: 8am-3pm
  • In office
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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