Financial Relationship Adviser
About the role
The Relationship Advisor will serve as the primary advisor for a portion of Lukas Total Wealth's established client base, guiding them through various aspects of retirement planning, including:
- Retirement planning
- Tax strategy conversations
- Healthcare and Medicare planning
- Income planning
- Estate and legacy considerations
- Overall financial coordination
Responsibilities
Guide clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination using the THRIVE Planning Process.
Requirements
Experienced in providing comprehensive retirement planning services, with a focus on deep client relationships and meaningful planning.
Qualifications
Strong communication skills, ability to build long-term relationships, and a passion for helping clients navigate their financial futures.
Skills
Proficiency in retirement planning, tax strategy, healthcare and Medicare planning, income planning, estate and legacy considerations, and financial coordination.
Benefits
Opportunity to join an independently owned Registered Investment Advisory firm that prioritizes preparation, professionalism, and client service.
Pay
Base compensation starts at $100,000+, with performance incentives based on experience and qualifications.
Schedule
Flexible schedule to accommodate client needs and personal life.