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Lead Client Advisor Jobs (NOW HIRING)

Bessemer Trust Inc.

Senior Client Advisor

Miami, FL · On-site

The Senior Client Advisor has primary responsibility for developing and maintaining client ... Lead client meetings, plan agenda, oversee production of meeting presentation and materials ...

Bessemer Trust

Senior Client Advisor

Miami, FL

The Senior Client Advisor has primary responsibility for developing and maintaining client ... Lead client meetings, plan agenda, oversee production of meeting presentation and materials ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base ... Organize and lead client meetings and phone conferences. * Develop relationships with COIs to ...

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$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Jun 5, 2026, the average yearly pay for lead client 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 Client Advisor, and why are they important?

To thrive as a Lead Client Advisor, you need deep expertise in client relationship management, sales strategy, and industry knowledge, often supported by a relevant bachelor’s degree and experience in client-facing roles. Familiarity with CRM systems, data analytics tools, and sometimes certifications in financial or luxury sectors are typically required. Exceptional communication, leadership, and problem-solving abilities distinguish top performers in this position. These skills are crucial for building trust, driving team performance, and consistently exceeding client expectations.

How does a Lead Client Advisor typically collaborate with other departments to enhance client satisfaction?

A Lead Client Advisor works closely with teams such as sales, operations, and support to ensure a seamless client experience. They often act as a liaison between clients and internal teams, communicating client needs and feedback to drive service improvements. Regular collaboration may include participating in strategy meetings, coordinating with product specialists, and developing tailored solutions. This cross-functional teamwork not only enhances client satisfaction but also opens opportunities for professional growth and learning within the organization.

What are Lead Client Advisors?

Lead Client Advisors are experienced professionals who serve as the primary point of contact between a company and its top clients. They are responsible for building strong relationships, understanding client needs, and ensuring a high level of service and satisfaction. Typically, they also guide and mentor other client advisors, oversee client account strategies, and help drive business growth by identifying new opportunities with existing clients. Their role combines client relationship management, sales leadership, and team supervision.

How many financial advisors make $500,000 a year?

Lead Client Advisors and other financial advisors earning $500,000 or more annually are typically in senior roles with extensive experience, often managing high-net-worth clients and complex portfolios. Such compensation levels are achieved through a combination of base salary, commissions, and bonuses, and are more common among top performers in large firms or private wealth management. Exact numbers vary by firm and region, but high earnings are relatively rare and usually reflect exceptional performance and client base size.

What is the difference between Lead Client Advisor vs Client Advisor?

AspectLead Client AdvisorClient Advisor
CredentialsTypically requires relevant financial certifications (e.g., CFP, CFA)Often requires similar certifications, but may have less experience
Work EnvironmentLeads client relationships, manages teams, and develops strategiesBuilds client relationships, provides financial advice, and supports client needs
Employer & Industry UsageCommon in financial services, wealth management firmsWidely used across banking, investment firms, and financial advisory services

The main difference between a Lead Client Advisor and a Client Advisor lies in their level of responsibility. The Lead Client Advisor typically manages larger client portfolios, leads a team, and develops strategic plans, whereas the Client Advisor focuses on providing personalized financial advice and maintaining client relationships. Both roles require relevant certifications and industry experience, but the Lead Client Advisor often has more leadership duties and a broader scope of work.

More about Lead Client Advisor jobs
What job categories do people searching Lead Client Advisor jobs look for? The top searched job categories for Lead Client Advisor jobs are:
Lead Client Advisor jobs near you
Infographic showing various Lead Client Advisor job openings in the United States as of May 2026, with employment types broken down into 45% Full Time, 40% Part Time, and 15% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.
Showroom Lead Client Advisor (NYC)

Showroom Lead Client Advisor (NYC)

Proper Cloth

New York, NY • On-site

Full-time

Medical, Retirement

Posted 17 days ago

Job description

Do you have a knack for style? A way with people? Then you could be the perfect fit. Proper Cloth is one of the most respected and premium menswear brands in NYC that is also values-driven and has opportunities for growth.
We're looking for a Showroom Lead Client Advisor to assist clients in our beautiful Soho showroom. As a Showroom Lead Client Advisor you will be instrumental in representing the Proper Cloth brand in person. You will possess knowledge about dress shirt fabrics, garment construction, custom suiting, and how to design dress shirts/suits to fit properly so that our customers will look and feel good after visiting us in the showrooms.
Your Mission as a Showroom Lead Client Advisor is to provide Proper Cloth customers with friendly, efficient, and accurate showroom support and help ensure the showroom runs smoothly when the Showroom Manager is not present. You will act as a role model to other Client Advisors by demonstrating the behaviors and results needed to exceed the expectations of our customers.
We're a small team and the right person has the potential to make a big difference. You'll be getting hands on experience by interacting and selling to our high end clientele. This is not a typical retail job running a cash register and folding sweaters - instead you will be immersed in the world of luxury menswear and having fun while doing it.
Requirements
  • Take measurements and assist clients with creating their custom clothing sizes
  • Help clients understand fabrics and design options
  • Provide clients with style advice
  • Help clients make adjustments to their custom garments for a perfect fit
  • Assist clients in placing their orders
  • Ensure showroom is orderly and product well presented
  • Handle escalated customer issues and resolve conflicts between team members when the Showroom Manager is not present
  • Manage the appointment schedule to ensure appropriate time slots are open, Client Advisors are productive with similar appointment opportunities, and all customers are greeted and handled as quickly as possible when the Showroom manager is not present
  • Provide advice to Client Advisors for size adjustments and product suggestions as needed
  • Ensure the showroom is clean and orderly at all times
  • Close the showroom according to the closing checklist at the end of day when the Showroom Manager is not present

Who you are:
  • Possess the confidence and resilience to handle stressful, uncomfortable situations, providing polite leadership, calm diplomacy, and thoughtful suggestions to resolve conflicts amicably.
  • Reliable and punctual
  • Respectful to customers and co-workers and contribute to a positive, productive, team oriented work atmosphere
  • A hard worker who will do what it takes to get the job done and exceed goals
  • Motivated to be your best self every day
  • Selling is one of your key strengths
  • Accepting of feedback from manager and peers graciously, and adaptive to new company initiatives with an open mind

Benefits
  • Full health benefits
  • Competitive 401(k)
  • Generous custom clothing allowance!
  • Employee discount on items beyond clothing allowance
  • Free lunches & snacks
  • Monthly Bonus Incentives
  • Salary range is $65,000-$70,000

Apply