ZipRecruiter

Log In

1

Lead Client Advisor Jobs (NOW HIRING)

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Lead and manage review meetings with your clients to ensure the objectives, goals and planning ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Insite Managed Solutions

Client Advisor

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

Insite Managed Solutions

Client Advisor

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

A.P.C.

Client Advisor

Costa Mesa, CA · On-site

Client Advisor, you serve as a brand ambassador and leader within the store. You exemplify A.P.C ... Operations * Lead by example and oversee store operations in the absence of senior management.

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Lead and manage review meetings with your clients to ensure the objectives, goals and planning ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Insite Managed Solutions

Client Advisor

Charleston, WV · Remote

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

Marsh LLC

Senior Client Advisor

Philadelphia, PA · On-site

In this Client Advisor role, you will develop an understanding of the clients' business strategic ... Delivers technical expertise and taking the lead role in presentations of RFP's What's in it for ...

Oliver Wyman

Senior Client Advisor - Marine

Chicago, IL · On-site

$154K - $328K/yr

Sr. Client Advisor - Marine Marsh is seeking candidates for our open Sr. Client Advisor position in ... Deliver technical expertise and taking the lead role in presentations of RFP's What's in it for you?

A.P.C.

Client Advisor

Manhattan, NY · On-site

Client Advisor, you serve as a brand ambassador and leader within the store. You exemplify A.P.C ... Operations * Lead by example and oversee store operations in the absence of senior management.

Marsh McLennan

Senior Client Advisor

Philadelphia, PA · On-site

In this Client Advisor role, you will develop an understanding of the clients' business strategic ... Delivers technical expertise and taking the lead role in presentations of RFP's What's in it for ...

Acrisure

Client Advisor

Chicago, IL · On-site +1

$90K - $110K/yr

... client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor ... Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

Acrisure

Client Advisor

Chicago, IL

$90K - $110K/yr

... client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor ... Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

next page

Showing results 1-20

All JobsLead Client Advisor Jobs

Lead Client Advisor information

See salary details

$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Jun 30, 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.

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 jobs pay 2000 a day?

High-level consulting, investment banking, and certain executive roles such as CEOs or specialized surgeons can pay $2,000 or more per day. These positions typically require extensive experience, advanced skills, and often involve high-stakes decision-making or specialized expertise.

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.

Can financial advisors make $500,000 a year?

Lead Client Advisors and other financial advisors can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and strong sales skills. Compensation often includes base salary, commissions, and bonuses, and reaching this level typically requires advanced certifications like the CFP or CFA and a proven track record of client acquisition and retention.

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.

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.

How much does a lead advisor make?

A lead client advisor typically earns between $50,000 and $80,000 annually, depending on experience, location, and industry. They often receive performance-based bonuses and may have additional benefits such as health insurance and retirement plans.

What job makes $10,000 a month without a degree?

A Lead Client Advisor can potentially earn $10,000 a month through commissions, bonuses, and high-value client management, especially in industries like finance, luxury sales, or consulting. Success in this role depends on strong interpersonal skills, industry knowledge, and building a robust client base, often without requiring a formal degree.
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 June 2026, with employment types broken down into 43% Full Time, 34% Part Time, 3% Temporary, and 20% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.
Client Advisor

Client Advisor

Freestone Capital Management

San Francisco, CA • On-site

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Key responsibilities

  • Develop and nurture lasting relationships with clients by providing investment analysis, financial planning, tax strategies, charitable and estate planning.

  • Collaborate with internal and external advisors such as CPAs and attorneys to craft holistic, tailored wealth plans.

  • Lead and manage review meetings with clients to ensure objectives, goals, and planning needs are up-to-date and aligned.

Job description

Who We Are
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
About the Role
We are looking to add an experienced Advisor to our growing San Francisco team! We offer comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing teams. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts. We offer a unique platform, strong brand and reputation, and the opportunity to grow exponentially in your career.
If you've love finding and helping clients but feel limited by your current firm's growth, culture, or resources, we offer a better long-term home where you can thrive. Our fee-only, holistic, client-first model offers transparent, formulaic compensation with substantial upside potential.
Key Responsibilities
  • Develop and nurture lasting relationships with clients by providing holistic and sophisticated investment analysis, financial planning, tax strategies, charitable and estate planning, and more.
  • Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans.
  • Secure high-net-worth clients from various sources including internal client transitions, our channel partners and SAN, your network, referral relationships, and COIs.
  • Utilize the comprehensive resources available including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development, and marketing team.
  • Collaborate with internal and external advisors (CPAs, attorneys) to craft holistic, tailored wealth plans.
  • Lead and manage review meetings with your clients to ensure the objectives, goals and planning needs are up-to-date and aligned.
  • Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Qualifications & Skills
  • A Bachelor's degree or higher.
  • CFP or industry designation preferred; S65 or equivalent required.
  • 6+ years of experience in investment management or financial advisory services, with a proven track record of success in building and maintaining client relationships.
  • Exceptional communication and relationship-building skills.
  • A self-driven, proactive mindset with a knack for problem-solving.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Why Freestone?
  • Competitive, transparent compensation model with tremendous upside.
  • Depending on your level of experience and circumstances:
    • A competitive starting base salary of $150,000 - $175,000.
    • For advisors who plan to bring clients, additional compensation structures will be discussed based on revenue projections.
  • Comprehensive support and resources including our robust investment team, wealth planning, trust and estate, client service, legal and compliance, business development and marketing team.
  • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending.
  • Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays.
  • Meal perks, company events, team celebrations, and more.
  • A collaborative, fun, and supportive culture where you're encouraged to innovate and grow.

Our Core Values
  • Commitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.
  • Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.
  • Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.

Apply