Lead Financial Advisor jobs in United States
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Lifeworks Advisors · 2 months ago

Lead Financial Advisor

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level

Lifeworks Advisors is reimagining wealth management by providing ultra-high-net-worth level service to every client. The Lead Financial Advisor is responsible for managing significant client relationships, leading client service teams, and developing innovative financial planning solutions.

Digital MarketingFinancial ServicesFinTechWealth Management

Responsibilities

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
Direct client service team activities
Provide technical guidance to team members
Ensure consistent service delivery
Monitor team performance
Foster professional development
Contribute to the firm's growth strategy
Develop and maintain professional networks
Represent the firm at industry events
Support marketing initiatives
Ensure regulatory compliance

Qualification

CFPCFAInvestment managementAdvanced planning expertiseTeam developmentBusiness developmentStrategic thinkingProject managementPublic speakingChange managementNegotiation skillsConflict resolution

Required

Professional designation required (CFP, CFA, ChFC, or CPA)
Advanced planning expertise
Investment management proficiency
Deep industry knowledge
Strategic thinking ability
Team development
Business development
Project management
Problem-solving
Decision-making
Relationship building
Executive presence
Public speaking
Negotiation skills
Conflict resolution
Change management
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

Benefits

Ongoing training
Mentorship opportunities
Clear pathways for advancement
Support professional certifications
Cross-functional collaboration

Company

Lifeworks Advisors

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Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
dateFounded in 2017
location
Grand Rapids, Michigan, USA
people-size11-50 employees
web-link
https://lifeworksadvisors.com

Funding

Current Stage
Early Stage
Total Funding
$7.55M
2022-01-01Series Unknown· $4.5M
2020-10-01Seed· $1.8M
2020-05-01Pre Seed· $1.25M

Leadership Team

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Rob Allen
CTO/COO & Partner
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Kurt Van Dyken
Founder & Partner
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Recent News

Citywire
Mariner’s Bicknell invests $1.8m in startup Lifeworks Advisors
2025-12-08
Company data provided by crunchbase