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.

Hiring Needs For 2025?

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.

NOVEMBER DISCOUNT

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

Recent Podcasts

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

Celebrating 1 Year of The-Dash!

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

Read October’s Issue here.

Latest Issue of Private Research

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.

"The most proficient recruiters I've met this side of the Mississippi (well, anywhere, to be quite honest."

"In a short amount of time, Lead-Advisor has helped get us in front of only the best candidates for specific positions we were looking to hire for, and we've been able to onboard 3 new team members to our company in various roles."

"Private Research was great. It helped me through a conversation I needed to have with my practice director."

"Lead Advisor has been a key strategic partnership. We always have immense confidence that our clients will have their needs met when we introduce them to the team at Lead Advisor. They are responsive, organized, tenacious, and most importantly come through with candidates who match the client’s need"

"Lead-Advisor worked seamlessly with our team to get results. Within the first day of engaging they were already generating candidates of a quality that we were not able to generate on our own (despite our best efforts). Most importantly, we got results – and quickly. We would use Lead-Advisor again and we recommend them without reservation to others considering their services. “

“Lead Advisor has been instrumental in helping us build out the most amazing team I could imagine. They sourced 2/3rds of our team and it’s that team that has resulted in us being one of NM’s Top 10 Pathfinder Practices, one of Forbes’ Top 50 Financial Security Practices, etc.”

“Lead Advisor helped us write the job description, they sourced and pre-interviewed the candidates so we didn’t have to and they guided us through every step of the interview process. They saved our team a ton of time and found us the quality candidate we were looking for. We couldn’t have done it with out them!”