Lead Financial Advisor

About Us 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 as an employee/partner 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. Position Overview 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. We are looking for advisors with 3+ years in the financial advisor role. 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 • A clear path to Senior Financial Advisor with long-term equity participation This is not a stepping-stone role. It’s a fast track. What we’ll deliver on: 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. Values Our values empower us to deliver on our promise to help clients live better lives. Stewardship Stewardship involves thoughtful management and protection of what matters most. It extends beyond managing financial assets, preserving and enhancing all aspects of our client's legacies for future generations. It is a framework for intentionally preserving, protecting, maximizing, and passing on what matters most to those we love and are responsible to. Example: 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. Example: Regular cross-functional collaboration between advisors, clients, CPAs, and investment specialists to develop a sound strategy and wise decisions. 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 behaviors or decisions that may hinder a client's goals. Job Type: Full-time Pay: $50,000.00 - $150,000.00 per year Benefits: • 401(k) • Health insurance • Health savings account • Vision insurance Application Question(s): • If you are an experienced Financial Advisor, approximately how much in AUM do you currently manage? • On a scale of 1 to 10, how passionate are you about comprehensive financial planning driving investment decisions? • If you're applying as a financial advisor, how would you describe your current advisory practice? A. I run a lifestyle practice B. I am in growth mode but want a balanced lifestyle C. I want to build something bigger than myself and scale my practice with a team D. Other (please describe) • If we mutually decide we're a good fit, what would be your approximate available start date? Experience: • Financial Advisor: 2 years (Required) Work Location: Remote