Talent Attraction and Development for the Wealth Management Community

What's New?

We are now accepting job posts for salaried wealth management and planning roles on our job board!

View our pricing page to explore posting options.

Explore our Firm Builder Engagement if your firm will have multiple hiring needs in 2025, need to build/modify your talent attraction strategy, or are anticipating merging or acquisition.

Use code NOV100 for a $100 credit to Lead Advisor’s Job Board.

Check out our partner, Michael Connaughton, on The Financial Planning Association of New Englands’s recent #WickedPissahPodcast episode

We recently celebrated 1 year of The-Dash, our monthly newsletter!

Read October’s Issue here.

Our latest issue of Private Research includes the Compliance Associate Role Insights, Handling Overqualified Candidates & Year End Employee Conversations.

Our Services

Talent Search

We build award winning teams for independent practices & Fortune 500 firms that know their people are their most important asset. Whether building enterprise value or running a lifestyle business- we find the talent you need.

Consulting for Firms

Our consulting purview derives from front line discussions with practice owners or interviews with top candidates, every day. We provide expert guidance and fresh perspective on talent attraction, team dynamics, and employee development in the wealth management space.

Professional Development

We help wealth management professionals looking to make a career pivot through career coaching.  We help wealth management firms provide additional coaching resources to their employees.

Content & Research

We keep practice owners and firm executives close to hiring trends, compensation data and creative firm building insights. We provide free content, premium research and customized projects for our clients.


Why Our Clients Choose Us

Our Mission

To upgrade lifestyles, accelerate firm building and advance careers in the wealth management community. 

Our Success

We have placed over 350 candidates, consulted with over 1,000 practitioners and conducted over 15,000 interviews since the pandemic.

Our Team

Lead Advisor, LLC was founded by two Certified Financial Planners, both with 15+ years in wealth management.

Trusted By

Independent Firms

To The Fortune 500

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