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 The Lead Advisor role is an experienced financial advisor responsible for managing significant client relationships and leading client service teams. This role requires advanced planning expertise, demonstrated leadership ability, and proven success in growing client relationships. Reports To: Senior Advisor What you’ll bring to the team: • Vision & values alignment (see below) • You are a visionary, growth-oriented individual wanting to take your practice to the next level but are finding a ceiling due to: Cost, Lead flow / Generation, Digital Marketing • You already have built an established in business with $10M or more in AUM • You are comfortable working as part of a collaborative, client-centric team 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 elationships. 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. Career Path • Typical Time in Role: 3-5 years • Previous Role: Associate Advisor • Next Position: Senior Advisor Key Milestones for Advancement • Professional designation required (CFP, CFA, ChFC, or CPA) • Consistent achievement of revenue and referral targets • Strong team leadership and mentoring capabilities • Demonstrated ability to handle complex client situations Key Success Metrics Business Development (40%) • Achieve 10% annual revenue growth from existing clients • Generate a minimum 12 qualified referrals annually • Maintain 90% client satisfaction rating • Retain 95% of client relationships annually • Develop 2 loyal client advocates Team Leadership (30%) • Successfully manage client service team • Mentor Associate and Service Advisors • Drive team performance and development • Ensure high-quality client deliverables • Lead implementation of strategic initiatives Technical Leadership (30%) • Develop and execute complex financial plans • Lead strategic planning for key clients • Create innovative planning solutions • Contribute to the firm's intellectual capital • Stay current with industry trends Core Responsibilities Client Relationship Management • Serve as primary advisor for significant relationships • Lead the Family Strategic Planning process • Oversee the implementation of client solutions • Manage sensitive client situations • Identify and develop new business opportunities Team Leadership • Direct client service team activities • Provide technical guidance to team members • Ensure consistent service delivery • Monitor team performance • Foster professional development Practice Management • Contribute to the firm's growth strategy • Develop and maintain professional networks • Represent the firm at industry events • Support marketing initiatives • Ensure regulatory compliance Required Competencies Technical Excellence • Professional designation required • Advanced planning expertise • Investment management proficiency • Deep industry knowledge • Strategic thinking ability Leadership Skills • Team development • Business development • Project management • Problem-solving • Decision-making • Relationship building Professional Impact • Executive presence • Public speaking • Negotiation skills • Conflict resolution • Change management Job Type: Full-time Pay: $100,000.00 - $175,000.00 per year Benefits: • Dental insurance • Health insurance • Health savings account 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? Work Location: Remote Apply tot his job