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Lead Advisor Jobs (NOW HIRING)

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 ...

Old National Bank

Liquidity Lead Advisor

Chicago, IL

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

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

Lead Investment Advisor RubinBrown LLP is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally ...

RubinBrown

Lead Investment Advisor

Chicago, IL · On-site

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. Major Responsibilities * Serve as a Lead Advisor for ...

RubinBrown

Lead Investment Advisor

Denver, CO

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. Major Responsibilities * Serve as a Lead Advisor for ...

RubinBrown

Lead Investment Advisor

Chicago, IL

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. Major Responsibilities * Serve as a Lead Advisor for ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

A Lead Investment Advisor is a key participant in client service, team member development, specialty expertise, and business development. Major Responsibilities * Serve as a Lead Advisor 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.

Associate Advisor - Evansville, WI

Advisor Talent Solutions

Evansville, WI

$68.90K - $86.90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Position: Associate Advisor
Firm: Retirement Income Strategies
Location: Evansville, WI
Overview:
Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This growth-centered role is designed for motivated professionals eager to advance to Lead Advisor and beyond. As an Associate Advisor, you will have the invaluable opportunity to learn directly from the Lead Advisor and master our repeatable process, laying a strong foundation for your professional development within our firm.
What you’ll do:
  • Client Interaction: Prepare for client appointments, sit second chair in meetings, and manage post-appointment follow-up
  • Learning amp; Development: Master our unique process, language, and client service standards; become fluent in our proven approach
  • Collaboration: Work closely with Lead Advisor and team to solve client problems, add value, and build trust
  • Process Adherence: Follow our scalable, duplicatable processes to ensure consistency and quality throughout client interactions
  • Transition of Responsibilities: Progress from second to first chair in client meetings within 6-12 months, ultimately taking on your own group of clients as Lead Relationship Advisor
What We’re Looking For:
  • Bachelor's degree required
  • 1+ years’ of face-to-face client experience in financial services or related field
  • Life and Health insurance license
  • Series 65 securities license
  • CFP certification or willingness/ability to obtain within first year
  • Proven problem solver, self-starter, adaptable, attention to detail, committed team player
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
  • $68,900 - $86,900/year based on experience + additional $5k (CFP licensed)
  • Maximum variable compensation up to $30k based on experience
  • Quarterly bonuses based on revenue of the firm and year end profit sharing
  • Health insurance (company paid)
  • Dental/Vision insurance
  • 401K
  • Unlimited PTO
  • Profit Sharing
  • Free Lunches
  • All-expense paid team trip for you and plus one!
  • Advancement opportunities
  • Community Involvement
Schedule:
  • In office: Monday – Friday, 8am-5pm
  • Some evenings required for client events
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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