Financial Relationship Adviser

Lukas Total Wealth · United States

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

• 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

• 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

• 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