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Lead Client Advisor Jobs (NOW HIRING)

Clark Dietz Inc

Client Advisor

Chicago, IL · On-site

$90K - $110K/yr

Position Overview Clark Dietz is seeking a Client Advisor to support our Illinois Region with ... each other's wins, and lead with empathy. You'll grow professionally, build meaningful ...

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Client Advisor Seattle, WA At Freestone, we believe in making a meaningful difference by focusing ... Lead and manage review meetings with your clients to ensure the objectives, goals and planning ...

CLARK DIETZ INC

Client Advisor

Chicago, IL · Hybrid

$90K - $110K/yr

Position Overview Clark Dietz is seeking a Client Advisor to support our Illinois Region with ... each other's wins, and lead with empathy. You'll grow professionally, build meaningful ...

Keybank

Associate Private Client Advisor

Yakima, WA

$80K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

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 ...

Keybank

Assoc. Private Client Advisor

Dresher, PA

$62K/yr

Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning. * Partner ...

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 ...

Freestone Capital Management

Client Advisor

Seattle, WA

$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.

Marsh McLennan

Client Advisor

Urbandale, IA · On-site

Marsh is seeking a Client Advisor to support strategic clients within our transportation practice ... Lead end-to-end program and project execution for assigned accounts and initiatives, including ...

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Lead Client Advisor information

See salary details

$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Aug 11, 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 is a lead client advisor?

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.

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.

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 August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% 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.

Client Advisor

Freestone Capital Management

San Francisco, CA • On-site

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

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.
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