ZipRecruiter

Log In

1

Lead Financial Advisor Jobs (NOW HIRING)

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$85K - $145K/yr

... lead Financial Advisor role that will be responsible for their own book of business and revenue expectations. Major Duties: * Support a Sr. Financial Advisor in managing client relationships ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ · On-site

$85K - $145K/yr

... lead Financial Advisor role that will be responsible for their own book of business and revenue expectations. Major Duties: * Support a Sr. Financial Advisor in managing client relationships ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$85K - $145K/yr

... lead Financial Advisor role that will be responsible for their own book of business and revenue expectations. Major Duties: * Support a Sr. Financial Advisor in managing client relationships ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client ... Financial Advisor Benefits : * Competitive Compensation starting at $100,000 * Annual bonuses based ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Lead Advisors are expected to meet production goals, participate in business development activities ... Provide holistic financial planning, investment management, and risk analysis. * Develop new ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does this role entail?

next page

Showing results 1-20

All JobsLead Financial Advisor Jobs

Lead Financial Advisor information

See salary details

$27K

$92.3K

$146K

How much do lead financial advisor jobs pay per year?

As of Jun 8, 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 - Southern Ohio

Lead Financial Advisor - Southern Ohio

Antolino and Associates

Gallipolis, OH • On-site

Full-time

Posted 9 days ago

Job description

Salary: $75k salary + bonus depending on experience

Position: Lead Financial Advisor

We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.


You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.


We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth Advanced clients who require more than 1 advisor.


If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.


This position is based in Gallipolis, OH. We have multiple offices and are looking to grow.

Is this position right for you?

  • Do you like
    • solving puzzles; thinking creatively
    • math
    • working in a team environment
    • communicating while thinking on your feet
    • self-improvement: getting better everyday
  • Are you a naturally curious person?
  • Are you a competitive person?
  • Do you enjoy deep personal relationships / care about others?

Essential Duties and Responsibilities

  • Current Client Relationships
    • Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
    • Develop and communicate financial plans and recommendations to clients
    • Supporting senior advisors with Advanced level clients.
    • Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
    • Develop and maintain great relationships with our clients
  • New Client Relationships
    • The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
    • You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
    • The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions.
  • Education
    • You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses.
  • Team Member
    • Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
    • Actively participate in industry/community organizations.
    • Promote our culture of optimism and happiness for both employees and clients.


Education, Experience and Technical Qualifications

  • Bachelors degree minimum
  • 5-7+ years professional experience
  • Problem-solving skills
  • Highly analytical and proficient in Microsoft Excel, Word and Outlook
  • Track record of establishing and maintaining successful interpersonal relationships
  • CFP or desire to obtain within 18 months

About Antolino & Associates

  • We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter someone that is a problem solver not an order taker. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
  • We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say youre going to do 3. Finish what you start 4. Say please and thank you.
  • Core Values
    • Champions
      • Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
    • Puzzle Solvers
    • Happy, Healthy, Team