Investment Advisor + Lutz Financial

About the Role

As an Investment Advisor, you will serve as the advisor and lead planner for high-net-worth individuals and families, delivering comprehensive, goals-based financial planning and ongoing wealth management.

Responsibilities

• Develop, present, and maintain customized financial plans that address the full picture of each client's financial life, including retirement and cash flow planning, investment strategy and asset allocation, tax-efficient planning in coordination with our CPA affiliate, estate, trust, and wealth transfer considerations, charitable planning, risk management and insurance, and education funding and other long-term goals
• Conduct client meetings (in-person, virtual, and phone) across the full relationship lifecycle, from discovery and plan design to implementation and periodic reviews
• Guide clients through key life and wealth events, such as retirement, business transitions, inheritance, and major liquidity decisions, with tailored, disciplined advice
• Coordinate with the firm's investment team, CPA partners, and outside professionals (attorneys, insurance specialists) to deliver a fully integrated planning experience
• Deepen and expand existing client relationships while cultivating referrals and new business opportunities that support the firm's long-term growth
• Serve as a trusted, client-facing representative of Lutz Financial, reinforcing our commitment to fiduciary excellence and exceptional client service
• Assist operations and administrative teams as needed

Qualifications

• 5+ years of comprehensive financial planning or wealth management experience, preferably serving high-net-worth individuals and families
• Bachelor's degree in finance, accounting, or business
• CFP® designation preferred
• Strong command of financial planning strategy across investments, retirement and cash flow, tax, estate and wealth transfer, and risk management
• Excellent communication and presentation skills, with the ability to explain complex topics in a clear and relatable way
• Proven ability to build, deepen, and retain long-term client relationships and manage a book of business
• Highly organized, adaptable, and comfortable managing priorities in a fast-paced environment
• Tech-savvy, proactive, and detail-oriented with strong analytical skills, including proficiency with financial planning and portfolio software
• Team-oriented mindset with a commitment to collaboration and client service

Benefits

• Competitive Base Salary
• Matching 401k Program
• Profit-Sharing
• New Client Referral Incentives
• Professional Certification Exam Incentives
• Paid Holidays
• Paid Time Off (PTO)
• Flexible Schedule
• Employee Appreciation Events
• Social Events
• Family Outings
• Formal Mentor Program
• Continuing Education
• Leadership Development Program
• Professional Memberships
• Semi-annual Performance Evaluations
• Advancement Opportunities
• Certification/Professional License Support
• Comprehensive Medical, Vision, & Dental Insurance
• Healthcare and Dependent Care Flex Spending Accounts
• Health Savings Account
• Short-term and Long-term Disability Insurance
• Life Insurance
• Company Wellness Events
• Employee Assistance Program
• "Dress for Your Day" Attire
• Firm-sponsored Meals
• Breakfast on Fridays
• Bottomless Soda and Snacks