What are the responsibilities and job description for the Financial Relationship Adviser position at Wizehire?
No cold calling. No prospecting quota. No book to build from scratch. Base salary starts at $100,000 plus performance incentives.
Lukas Total Wealth is an independently owned Registered Investment Advisory firm in North Little Rock, Arkansas. We're hiring a Relationship Advisor to serve as the primary advisor for a portion of our established client base families who are already here, already planning with us, and already expecting depth most firms don't have the time to deliver.
If you became an advisor to do planning and got handed a sales quota instead, this is the correction.
You'll guide clients through the THRIVE Planning Process™ (Taxes, Healthcare, Risk Management, Income, Vitality, and Estate & Legacy), coordinating every piece of a retirement picture rather than solving one and moving on. Annual reviews. Proactive planning meetings. Honest conversations about market volatility, Medicare decisions, long-term care, and what happens to the surviving spouse. The follow-through that turns a plan into something real.
We're small enough that your judgment carries weight and structured enough that you're not carrying it alone. Operations, client experience, and planning support are already in place.
What We Offer
You'll carry a defined portion of our client base, sized so you can actually know people their kids' names, the business they sold in 2019, why the Roth conversion scares them. That's the whole idea. If "Humans Serving Humans" reads as marketing to you, we're probably not a fit. If it reads as obvious, keep going.
Compensation
$100,000 With Performance Incentives
Responsibilities
Required
Lukas Total Wealth is an independently owned Registered Investment Advisory firm located in North Little Rock, Arkansas. Our mission is to help good people make wise financial decisions so they can focus on what matters most and truly THRIVE in retirement.
Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning. We believe retirement planning should bring clarity, confidence, and coordination to every stage of life.
We are building a culture centered on professionalism, integrity, preparation, meaningful relationships, and doing the right thing for clients.
Benefits include competitive compensation with incentives, Traditional and Roth 401(k) with company match, Aetna health insurance, company-paid life and disability coverage, PTO, volunteer time, fitness memberships, team events, and in-office snacks and beverages.
Lukas Total Wealth is an independently owned Registered Investment Advisory firm in North Little Rock, Arkansas. We're hiring a Relationship Advisor to serve as the primary advisor for a portion of our established client base families who are already here, already planning with us, and already expecting depth most firms don't have the time to deliver.
If you became an advisor to do planning and got handed a sales quota instead, this is the correction.
You'll guide clients through the THRIVE Planning Process™ (Taxes, Healthcare, Risk Management, Income, Vitality, and Estate & Legacy), coordinating every piece of a retirement picture rather than solving one and moving on. Annual reviews. Proactive planning meetings. Honest conversations about market volatility, Medicare decisions, long-term care, and what happens to the surviving spouse. The follow-through that turns a plan into something real.
We're small enough that your judgment carries weight and structured enough that you're not carrying it alone. Operations, client experience, and planning support are already in place.
What We Offer
- Base salary starting at $100,000, with performance incentives based on experience and credentials
- An existing client base. You inherit relationships, you don't hunt for them.
- Health insurance, retirement plan, and paid time off
- CFP® sponsorship and continuing education support
- A defined planning process, not a product shelf
- Full-time, in-office in North Little Rock
You'll carry a defined portion of our client base, sized so you can actually know people their kids' names, the business they sold in 2019, why the Roth conversion scares them. That's the whole idea. If "Humans Serving Humans" reads as marketing to you, we're probably not a fit. If it reads as obvious, keep going.
Compensation
$100,000 With Performance Incentives
Responsibilities
- Serve as the primary advisor for an assigned group of ongoing client relationships
- Lead clients through the THRIVE Planning Process and coordinate recommendations across all six areas
- Conduct annual reviews and proactive planning meetings
- Guide clients through retirement income, tax strategy, Medicare and healthcare decisions, market volatility, estate and legacy planning, and major life transitions
- Prepare and present financial plans, retirement analyses, and investment recommendations
- Own follow-through on planning recommendations, client service requests, and post-meeting action items
- Partner with operations, client experience, and planning team members to deliver a consistent client experience
- Stay current on retirement planning strategies, tax law changes, and industry developments
- Maintain compliance standards, documentation, and professional communication
Required
- Active Series 65, or Series 7 and 66 with willingness to convert
- Active Life and Health Insurance license, or ability to obtain within 60 days of hire
- 4 years in financial planning, wealth management, or retirement planning
- Clean regulatory record (BrokerCheck/IAPD review required)
- CFP® designation, or actively pursuing certification
- Direct experience with retirement income planning and tax-efficient distribution strategies
- Comfort with financial planning software and CRM systems
- You can explain a complex strategy to a 68-year-old retiree and have them actually understand it
- Clients trust you, and they stay
- You're organized enough that nothing falls through after the meeting ends
- You want relationships, not transactions
Lukas Total Wealth is an independently owned Registered Investment Advisory firm located in North Little Rock, Arkansas. Our mission is to help good people make wise financial decisions so they can focus on what matters most and truly THRIVE in retirement.
Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthcare, Risk Management, Income Planning, Vitality, and Estate & Legacy Planning. We believe retirement planning should bring clarity, confidence, and coordination to every stage of life.
We are building a culture centered on professionalism, integrity, preparation, meaningful relationships, and doing the right thing for clients.
Benefits include competitive compensation with incentives, Traditional and Roth 401(k) with company match, Aetna health insurance, company-paid life and disability coverage, PTO, volunteer time, fitness memberships, team events, and in-office snacks and beverages.
Salary : $100,000