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Lead Advisor Jobs (NOW HIRING)

ARTISTRY WEALTH, LLC

Support Advisor

Indianapolis, IN · On-site

$50K - $80K/yr

Support Advisor (Path to Lead Advisor) - Indianapolis, IN We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly ...

Old National Bank

Liquidity Lead Advisor

Chicago, IL · On-site

$214K/yr

Responsibilities The Liquidity Advisor collaborates with Treasury Management, Commercial and ... They take the lead on deposit relationships and are responsible for generating new deposit business ...

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

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 ...

Arcadia Financial

Lead Planning Advisor

Manchester, NH · On-site

$75K - $85K/yr

The Lead Planning Advisor serves as the day-to-day team lead for Arcadia's Planning Department, providing leadership, coaching, workflow oversight, and technical guidance to Planning Advisors while ...

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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 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.

Support Advisor

ARTISTRY WEALTH, LLC

Indianapolis, IN • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

Description:

Support Advisor (Path to Lead Advisor) – Indianapolis, IN

We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.

If you’re committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.


What You’ll Do

  • Attend client meetings
  • Prepare meeting agendas, gather data, and create follow-up communications
  • Deliver exceptional client service and support
  • Handle client inquiries professionally and promptly
  • Maintain accurate CRM records
  • Support financial plan preparation and data input
  • Participate in team meetings and collaborative projects

What You Bring

  • Strong client service and communication skills
  • Proven experience in customer satisfaction roles
  • Basic understanding of finance
  • Ability to multitask in a fast-paced environment
  • Excellent attention to detail
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)

Why Join Us

  • Clear, structured track to Lead Advisor
  • Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
  • Collaborative, professional culture
  • Opportunities to take on more responsibility as you progress
  • Competitive compensation and benefits

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k)
  • Short-Term & Long-Term Disability
  • Career development support

This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1–6 and into Lead Advisor roles, with increasing responsibility and compensation over time

Requirements:

Education & Experience

  • Bachelor’s degree preferred (Finance, Business, Economics, or related field helpful but not required)
  • 1–3 years of experience in financial services, client service, or professional office environment
  • Experience supporting advisors, planners, or client service teams a plus
  • Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
  • Basic understanding of financial planning concepts, investment types, and account structures
  • Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
  • Exceptional verbal and written communication skills
  • Ability to explain processes clearly and professionally
  • Demonstrated success in high-touch client service roles
  • Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
  • High attention to detail with low error rates
  • Ability to manage multiple tasks in a fast-paced environment
  • Strong problem-solving skills with the ability to anticipate advisor and client needs
  • Skilled at organizing data and preparing meeting materials
Professional Attributes
  • Team-player mindset with a willingness to learn and grow into an advisor role
  • Resourceful, self-motivated, and takes ownership of work
  • Maintains confidentiality and handles sensitive information appropriately
  • Positive attitude, adaptable, and calm under pressure