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Financial Relationship Adviser

Date Posted: Jun 11, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location North Little Rock, Arkansas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 09, 2026
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Job Description

Overview

Lukas Total Wealth is seeking a Financial Relationship Adviser to help clients navigate retirement with confidence. This role emphasizes meaningful planning and strong client relationships, allowing advisers to focus on providing exceptional service without pressure to prospect or cold call.

Key responsibilities

  • Serve as the primary advisor for ongoing client relationships and retirement planning conversations
  • Conduct annual reviews and proactive planning meetings with clients
  • Help clients navigate retirement income, tax planning, Medicare decisions, and estate planning
  • Lead clients through the THRIVE Planning Process and coordinate planning recommendations
  • Prepare and review financial plans, retirement analyses, and investment recommendations
  • Collaborate with operations and planning teams to ensure a high-quality client experience
  • Stay current on retirement planning strategies and industry best practices
  • Maintain compliance standards and documentation

Required skills

  • Active Series 65 license
  • Active Life and Health Insurance License
  • CFP designation preferred or actively pursuing certification
  • 4+ years of experience in financial planning or retirement planning
  • Strong understanding of retirement income planning and tax-efficient strategies
  • Ability to explain complex financial concepts clearly
  • Strong organizational skills and attention to detail
  • Excellent communication and relationship-building abilities
  • Comfortable using financial planning software and CRM systems

What the company offers

  • Competitive compensation with performance incentives
  • Traditional and Roth 401(k) with company match
  • Aetna health insurance
  • Company-paid life and disability coverage
  • Paid time off and volunteer time
  • Fitness memberships
  • Team events
  • In-office snacks and beverages

Skills Required

Company Overview

Lukas Total Wealth
North Little Rock, Arkansas, United States of America
1 Current Jobs Openings

Lukas Total Wealth is an independently owned Registered Investment Advisory firm focused on helping individuals and families navigate their financial futures. The firm emphasizes meaningful planning and deep client relationships, prioritizing long-te... Read More

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