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Lead Advisor Jobs (NOW HIRING)

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 ...

Old National Bank

Liquidity Lead Advisor

Chicago, IL · On-site

Responsibilities The Liquidity Lead Advisor collaborates with Treasury Management, Commercial Banking, and Corporate Treasury to optimize liquidity, strengthen deposit stability, and enable strategic ...

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How much do lead advisor jobs pay per year?

As of Jun 19, 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 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur about $2,000 annually in fees. It's important to consider additional costs, such as planning fees or hourly rates, and to ensure the advisor's services align with your financial needs and objectives.

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 job makes 10,000 a month without a degree?

A Lead Advisor role can potentially earn $10,000 or more per month, especially in high-demand industries like finance, consulting, or sales, where experience, expertise, and strong client relationships are valued over formal education. Success in such roles often depends on skills, certifications, and performance rather than a degree, and they may involve managing teams, providing strategic guidance, or developing client solutions.

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 may require certifications or specialized knowledge in their field.

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.

Can financial advisors make $500,000 a year?

Lead advisors and experienced financial advisors can earn $500,000 or more annually, especially those managing high-net-worth clients or working in top firms. Achieving this level typically requires advanced certifications, strong client relationships, and a significant book of business.
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Lead Advisor jobs near you
Wealth Advisor

Wealth Advisor

Fullerton Financial Planning

Peoria, AZ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 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