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.