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Lead Financial Advisor Jobs (NOW HIRING)

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ® professional with 10+ years in financial planning and relationship management. You'll help drive ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Position Overview The Lead Financial Advisor is a senior, client-facing role for an experienced CFP ® professional with 10+ years in financial planning and relationship management. You'll help drive ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP ... Lead or participate in business development initiatives, including networking, client acquisition ...

Ivy Way Placements

Lead Financial Advisor

Bellingham, WA · On-site

$150K/yr

The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships. The Lead Advisor initiates new business ...

Advisor Talent Solutions

$100K/yr

Lead Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

... The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm's value proposition, participating in ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

... The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm's value proposition, participating in ...

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Lead Financial Advisor information

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$27K

$92.3K

$146K

How much do lead financial advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for lead financial 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 is a lead financial advisor?

A Lead Financial Advisor is an experienced financial professional who oversees client portfolios, provides strategic financial advice, and often manages a team of advisors. Their primary responsibilities include creating comprehensive financial plans, guiding clients on investments, retirement planning, tax strategies, and risk management. They also ensure that their team delivers high-quality service, stays compliant with regulations, and meets organizational goals. The Lead Financial Advisor serves as a key point of contact for high-value clients and plays a crucial role in developing long-term client relationships.

What are the key skills and qualifications needed to thrive as a lead financial advisor?

To thrive as a Lead Financial Advisor, you need strong expertise in financial planning, investment management, and regulatory compliance, usually supported by a bachelor’s degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software such as eMoney, Morningstar, and CRM systems is commonly required. Exceptional interpersonal skills, leadership, and the ability to build trust with clients set top advisors apart. These skills and qualities ensure effective client relationships, sound financial strategies, and leadership within advisory teams.

How does a lead financial advisor typically collaborate with other team members to ensure comprehensive client service?

As a Lead Financial Advisor, you will work closely with associate advisors, client service specialists, and investment analysts to deliver holistic financial solutions. Collaboration often involves leading team meetings to review client portfolios, assigning tasks such as research or follow-up calls, and mentoring junior staff to build their skills. Effective communication and teamwork are key, as the Lead Advisor coordinates input from various specialists to address complex client needs and ensure a seamless client experience.

What is the difference between Lead Financial Advisor vs Financial Planner?

AspectLead Financial AdvisorFinancial Planner
CertificationsCFP, Series 7/66, and other licensesCFP, ChFC, or similar certifications
Work EnvironmentTypically in financial firms, managing client portfolios and leading advisory teamsIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageFinancial advisory firms, banks, wealth managementFinancial planning firms, independent advisors, banks

The main difference is that a Lead Financial Advisor often oversees client portfolios and leads advisory teams, focusing on high-level strategy, while a Financial Planner provides comprehensive financial planning services to clients. Both roles require similar certifications but differ in scope and leadership responsibilities.

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Lead Financial Advisor jobs near you
Infographic showing various Lead Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.

Lead Financial Advisor

Wilmington, DE • On-site

Leah Yosef International, Inc.
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Leah Yosef International, Inc.external

Full-time

Re-posted 13 days ago

Job description

Lead Financial Advisor

Inherit 100m+ AUM

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee-based practice.

  •  Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Initial responsibility for approximately $100M and room to grow from there
  • Opportunity to make an impact of the Firm through retention and growth of client base
  • Collegial office environment that thrives on collaboration and communication
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path
  •  Opportunity to grow into a Senior Advisor role leading your own team, with a genuine path to partnership


Requirements

  •  5+ years of experience as the lead advisor
  • Advanced industry leading designations such as CFP, CPA, EA or JD
  •  Series 65
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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