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Lead Advisor Jobs (NOW HIRING)

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 ...

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 ...

CSI Group

Lead Advisor

Wall, NJ · 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 and ...

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 ...

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 and ...

Ivy Way Placements

Lead Financial Advisor

Bellingham, WA · On-site

$150K/yr

The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business ...

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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 Jul 15, 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.

Is $200,000 enough to work with a financial advisor?

For a Lead Advisor, a $200,000 salary is generally sufficient to work with a financial advisor, as advisors typically recommend investment strategies based on individual financial goals and assets. The amount of money you need depends on your personal financial situation, investment objectives, and the complexity of your financial plan. Having a substantial income can provide more flexibility in investment options and planning services.

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.

How much does a lead advisor make?

A lead advisor typically earns between $50,000 and $90,000 annually, depending on industry, experience, and location. They often oversee teams, provide expert guidance, and require strong communication and problem-solving skills.

What jobs make $1,000,000 a year?

Lead Advisors in high-level consulting, finance, or executive roles can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. Typically, these positions require extensive experience, advanced certifications, and leadership responsibilities in competitive industries. Such earnings are often associated with senior management, investment banking, or private equity roles.

How many financial advisors make $500,000 a year?

Lead advisors or senior financial advisors with extensive experience, strong client portfolios, and specialized certifications can earn $500,000 or more annually, often through a combination of salary, commissions, and bonuses. Such high earnings are typically associated with top performers in large firms or private wealth management environments. Most financial advisors earn less, with median incomes significantly below this level.

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.
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 July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.
Wealth Advisor

Wealth Advisor

Fullerton Financial Planning

Peoria, AZ • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

The Wealth Advisor role is all about building relationships and following through with sales opportunities while providing superior client service; always putting clients first. 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 the Lead Advisor, and being a point of contact between the service team and lead advisor for new business. Additionally, you may be required to maintain and track all open opportunities for the Lead Advisor, following up on all prospects that have not yet closed and getting them back on the Lead Advisor's calendar, as well as assisting the Lead Advisor with getting signatures and handling policy deliveries. A successful Wealth Advisor connects and builds rapport with leads, prospects, and clients in order to better assist the Lead Advisor and maintain the relationships that the firm has worked hard to create. Finally, you will be required to meet with clients for annual review and service appointments to service current relationships.
License/Certification:
  • Series 65 or equivalent (Required)
  • Life & Health Insurance License (Required)

Work Location: In person
Job Type: Full-time
Benefits:
  • 401(k) Self-Funded
  • 401K Profit Sharing Plan
  • Health insurance
  • Dental & Vision insurance
  • Life insurance
  • Short and Long Term Disability
  • Paid time off
  • Parental leave
  • 11 Paid Holidays

Apply