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Lead Advisor Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients ...

Kohl's

Beauty Lead Advisor

Hudson, WI

$19.60 - $27.45/hr

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

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 ...

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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 Jun 20, 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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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
Lead Investment Advisor

Lead Investment Advisor

RubinBrown

Denver, CO • On-site

Full-time

Posted 23 days ago

Job description

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown has over 1,000 team members across locations in Chicago, Denver, Kansas City, Las Vegas, Mumbai, Nashville, and St. Louis.

RubinBrown Advisors helps our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place.  As a wholly owned affiliate of RubinBrown LLP, we are dedicated to providing personalized service with integrity and expertise that reflects our parent firm's legacy of excellence.

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 Advisor clients, providing comprehensive financial planning and investment advisory services
  • Demonstrate the ability to help grow the practice by networking with existing RubinBrown partners and other centers of influence to generate opportunities
  • Effectively deliver financial plans and tailored investment solutions that are in line with the clients goals and objectives
  • Work with Client Service Associate to create custom financial plans and portfolios to meet client goals and objectives
  • Show an ability to create trust and confidence with prospective and existing clients in a short period of time
  • Work well with fellow Lead Advisors in a team environment geared towards the RubinBrown’s One Firm Concept
  • Provide superior and high quality service to clients
  • Coordinate with other trusted advisors, when necessary, such as tax, insurance, legal, etc…
  • Develop team members – serve as advocate, coach, mentor
  • Provide team members with timely and candid performance feedback supporting the firm’s performance management process.
  • Demonstrate technical competence in financial planning and with investments
  • Assist in development of transition plans for current partners’ RIA clients
  • Generate new business and retain current business
Preferred Experience/Background/Skills
  • At least 8 years of experience as an Registered Investment Advisor, Financial Planner or Trust Officer
  • CPA, CFA or CFP designation
  • Series 65 License (or ability to obtain within six months)
  • Utilize Modern Portfolio Theory (MPT)
  • Ability to generate key relationships with centers of influence
  • Proven track record of generating new business
  • Exhibits passion about client service
  • Experience working with high net-worth and affluent individuals
  • Ability to successfully contribute to the success of a strategic business unit of the firm
  • Ability to supervise, coach, and develop individuals and/or large groups
  • Excellent verbal and written communication skills
  • Strict adherence to professional ethics
  • Proficiency in Microsoft Office programs (Word and Excel required)
Working Conditions
  • Typical office hours are 8:00 a.m. to 5:00 p.m.
  • Ability to work extra hours as determined by the workload and client expectations
  • Travel for this position will be minimal
  • Ability to sit for long periods of time
  • Ability to move throughout office
  • Ability to lift, carry, push, pull up to 30-50 pounds
One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodation is available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

RubinBrown is an independent member of Baker Tilly International, the 8th largest global accounting network in the world. For more information, visit www.RubinBrown.com

Colorado, Nevada, and Illinois Salary Statement

The salary range displayed is specifically for those potential applicants who will work or reside in the states of Colorado, Nevada or Illinois, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD, MBA, CPA, CFE, CISA, CFP). 

Lead Investment Advisor

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