Lead Financial Advisor

At Lifeworks, we’ve reimagined wealth management. Our advisors provide ultra-high-net-worth level service to every client, fostering deeper, more rewarding relationships. With our comprehensive suite of services and innovative planning process, you’ll become your clients’ trusted advisor for all financial matters. 

As a Lifeworks advisor, you’ll have the tools to build a thriving, future-proof practice. Our differentiated offer and world-class support let you focus on what matters: serving clients and growing your business. Our approach appeals to a wide range of clients, positioning you to attract and retain those seeking more than just investment management. 

Joining Lifeworks means investing in your future. Our unique structure offers employment stability with partnership potential. As you grow, you’ll have opportunities to lead, mentor, and shape the company’s direction, always working with cutting-edge tools and strategies. Our state-of-the-art platform streamlines your workflow and enhances client service. By automating routine tasks and providing powerful analytical tools, you can focus on high-value activities like client relationships and strategic planning. With our mobile-first design, manage your practice from anywhere.

Lead Financial Advisor

This role is for advisors early in their careers who want to grow quickly — without taking unnecessary risks or trying to figure everything out alone.

You may be considering starting your own RIA, or you may want to join a firm that can help you scale more quickly than doing it solo.

Who this is for

• 3 years of experience as a financial advisor
• Strong desire to build your own book and long-term career
• Comfortable taking ownership and following proven systems
• Works well in a team-based environment

What you’ll do

• Work directly with clients on financial planning and implementation
• Close qualified prospects using our existing offer and process
• Follow established planning and service playbooks
• Build and grow your own client base with firm support

What we provide

• The ability to add 2 new clients per month..(Could be more… we have too many qualified leads)
• Proven playbooks, systems, and operational support
• Infrastructure that reduces risk while accelerating growth
• Projected Earnings: (these are assuming you’re starting off with zero revenue)
• Year 1 - $96k
• Year 2 - $165k
• Year 3 - $230k
• A clear path to Senior Financial Advisor with long-term equity participation

This is not a stepping-stone role.

It’s a fast track.

Our Core Philosophy on Teamwork

Excellence is achieved through collaboration. A unified team working toward shared goals will

consistently outperform individual efforts, creating solutions that exceed the sum of individual

contributions. We operate as one team, where individual excellence contributes to collective

success. Every role at Lifeworks is designed to support our primary objective: delivering

superior investment advisory services that help our clients achieve their financial goals.

Commitment to Professional Growth & Development

Lifeworks Advisors is committed to fostering an environment where every team member can

grow professionally and personally. We provide ongoing training, mentorship opportunities, and

clear pathways for advancement. We encourage continuous learning, support professional

certifications, and create opportunities for cross-functional collaboration that broadens skill sets and deepens understanding of our business.

Living Our Core Values

We expect every team member to embody our core values in their daily work. Each client

interaction, strategic decision, and collaborative effort should reflect our commitment to

stewardship, teamwork, authenticity, courage, discipline, and truth. This commitment to our

values enables us to deliver on our promise and build lasting relationships with our clients.

Our Promise

To help our clients live intentionally.

Our values empower us to deliver on our promise to help clients live better lives.

Stewardship -  Helping clients align their wealth with their values to create a meaningful impact for

their families and communities.

Teamwork - Excellence is achieved through collaboration. A unified team working toward shared goals will consistently outperform individual efforts, creating solutions that exceed the sum of individual contributions. A high-performing team will always outperform a high-performing individual.

Authenticity

We build genuine relationships by being transparent, honest, and humble. In a world of

superficial connections, we stand apart through sincere engagement and honest conversations

about what matters most. Authenticity strips away the facade of posturing and exposes the

genuine person beneath.

Example: Discuss candidly with clients about their fears, aspirations, and family dynamics to

create truly personalized financial plans.

Courage

Success requires taking calculated risks and challenging conventional wisdom. We thoroughly

research options, seek expert counsel, and make strategic decisions aligned with our vision and

values. Our choices are calculated, and the cost is carefully weighed against the value created

by a successful outcome.

Example: Recommending unconventional but appropriate strategies when they better serve a

client's unique situation.

Discipline

Consistent execution and unwavering focus on long-term objectives drive success. We maintain

high standards and follow through on our commitments. As Jocko Willink says, "Discipline

equals freedom."

Example: Adhering to our investment philosophy and client service standards even during

market volatility or challenging times.

Truth

Trust is built on honesty. We communicate openly with our team and clients, even during

difficult conversations. Clear, truthful communication shows respect and builds lasting

relationships. Speaking the truth is the foundation of building trust.

Example: Providing direct feedback about financial behaviours or decisions that may hinder a

client's goals.