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Lead Advisor Jobs (NOW HIRING)

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 ...

Futran Tech Solutions Pvt. Ltd.

Mainframe Lead/Advisor

$50.25 - $64.50/hr

Mainframe Lead/Advisor Remote (EST or CST) Full-time/Permanent Key Technology : COBOL, CICS, JCL, DB2, VSAM, IMS Job Responsibilities: * Partner with client delivery lead, product owners to review ...

Kestra Holdings

Financial Advisor

Brookfield, WI · On-site

Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer ... Lead with Purpose. Partner with Impact. Established in 1977, Charter Capital Management, LLC is a ...

WithCoverage

Lead Risk Advisor

Philadelphia, NY · On-site

$140K - $190K/yr

Lead Risk Advisor Location: New York, NY, Philadelphia About WithCoverage : WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern ...

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 ...

WithCoverage

Lead Risk Advisor

Philadelphia, NY

$140K - $190K/yr

Lead Risk Advisor Location: New York, NY, Philadelphia About WithCoverage : WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern ...

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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/Service Wealth Advisor SilverStar Wealth Management

Kestra Financial Independent Advisor

Cypress, TX • On-site

$13.50 - $18/hr

Full-time

Medical, Life, Retirement

Posted 17 days ago

Job description

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person.  This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.  

Requirements

Essential Duties and Responsibilities  

  • Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning  
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews  
  • Manage data in financial planning software-Emoney 
  • Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation  
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply  
  • Deepen client relationships and establish credibility and rapport both in person and via phone  
  • Clearly articulate complex concepts to customers in a simple and easy-to-understand manner 
  • Proactively communicating with clients and following up on all contacts assigned  
  • Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives  
  • Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects 
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork  
  • Other duties as assigned  

Knowledge, Skills, and/or Abilities  

  • Strong understanding of the financial services industry and diverse investment products  
  • Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential  
  • Excellent communication skills, both verbally and in writing  
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once  
  • Ability to build relationships with clients and internal partners and influence others without direct control 

Education and/or Experience  

  • Bachelor's degree in finance, accounting or a related field preferred 
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts  
  • Previous experience in the independent financial services culture preferred  

Certificates, Licenses, Registration  

  • Series 7 and 63 preferred  
  • Series 65/66 preferred  
  • Texas Insurance License preferred 

Compensation 

  • Compensation is commensurate with experience and qualifications 
  • Potential for attractive quarterly bonuses 
  • Matching 401(k) plan with the potential for profit-sharing contributions 
  • Health, life, and disability insurance available 

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