Lead Advisor, LLC specializes in hiring for wealth management professionals such as client service associates.   Whether through our concierge engagements or our STREAM tech + human service, we provide guidance and time leverage to firm owners and COO’s.

Client Service Associates, Registered Client Service Asssociates and Service Advisors (along with other titles) can mean different responsibilities depending on the phone.   To see if we can help, and what service offering may be most appropriate to help you build the firm, please reach out to set up an intro call.