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Lead Financial Advisor Jobs (NOW HIRING)

Mariner Finance

Lead Financial Advisor

Chinatown, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner Finance

Lead Financial Advisor

New York, NY

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner Finance

Lead Financial Advisor

New York, NY

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner Finance

Lead Financial Advisor

Pittsburgh, PA · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner Finance

Lead Financial Advisor

New York, NY

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Vaco LLC

Lead Financial Advisor

Waukesha, WI

Vaco is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive ...

Vaco LLC

Lead Financial Advisor

Waukesha, WI

Vaco is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive ...

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

About the Role: The Associate Financial Advisor provides specialized services to an individual ... Provide or lead financial education, such as long-term planning, social security/Medicare, tax ...

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Provide or lead financial education, such as long-term planning, social security/Medicare, tax ... the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Provide or lead financial education, such as long-term planning, social security/Medicare, tax ... Advisor Team on specific client scenarios. * Monitor and track business performance * Operate ...

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All JobsLead Financial Advisor Jobs

Lead Financial Advisor information

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$27K

$92.3K

$146K

How much do lead financial advisor jobs pay per year?

As of Jun 9, 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.

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.

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, and why are they important?

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.
More about Lead Financial Advisor jobs
What cities are hiring for Lead Financial Advisor jobs? Cities with the most Lead Financial Advisor job openings:
What job categories do people searching Lead Financial Advisor jobs look for? The top searched job categories for Lead Financial Advisor jobs are:
Lead Financial Advisor jobs near you
Infographic showing various Lead Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 73% Full Time, 7% Part Time, and 20% 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.
Lead Financial Advisor

Lead Financial Advisor

Mariner Finance

Chinatown, NY • On-site

Full-time

Posted 7 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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