Overview

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 offerBase salary starting at $100,000, with performance incentives based on experience and credentialsAn existing client base. You inherit relationships; you don't hunt for them.Health insurance, retirement plan, and paid time offCFP sponsorship and continuing education supportA defined planning process, not a product shelfFull-time, in-office in North Little RockWhat this actually looks likeYou'll carry a defined portion of client base, sized so you can actually know people: their kids' names, the business they sold in 2019, why the Roth conversion scares them. That's the whole idea. If "Humans Serving Humans" reads as marketing to you, we're probably not a fit. If it reads as obvious, keep going.Compensation:$100,000+ With Performance IncentivesResponsibilities: Serve as the primary advisor for an assigned group of ongoing client relationshipsLead clients through the THRIVE Planning Process and coordinate recommendations across all six areasConduct annual reviews and proactive planning meetingsGuide clients through retirement income, tax strategy, Medicare and healthcare decisions, market volatility, estate and legacy planning, and major life transitionsPrepare and present financial plans, retirement analyses, and investment recommendationsOwn follow-through on planning recommendations, client service requests, and post-meeting action itemsPartner with operations, client experience, and planning team members to deliver a consistent client experienceStay current on retirement planning strategies, tax law changes, and industry developmentsMaintain compliance standards, documentation, and professional communication Qualifications: Required:Active Series 65, or Series 7 and 66 with willingness to convertActive Life and Health Insurance license, or ability to obtain within 60 days of hire4+ years in financial planning, wealth management, or retirement planningClean regulatory record (BrokerCheck/IAPD review required)Preferred:CFP designation, or actively pursuing certificationDirect experience with retirement income planning and tax-efficient distribution strategiesComfort with financial planning software and CRM systemsWhat matters most:You can explain a complex strategy to a 68-year-old retiree and have them actually understand itClients trust you, and they stayYou're organized enough that nothing falls through after the meeting endsYou want relationships, not transactions About CompanyLukas Total Wealth is an independently owned Registered Investment Advisory firm located in North Little Rock, Arkansas. Our mission is to help good people make wise financial decisions so they can focus on what matters most and truly THRIVE in retirement.Our planning philosophy centers around the THRIVE Planning Process, focused on Taxes, Healthc