Senior 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 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

Senior Financial Advisor

Lifeworks is looking for an experienced advisor to manage client relationships and grow within an established firm.

This role is for advisors who already have traction but feel constrained by time, operations, or the cost of scaling on their own.

Who this is for

• You have an existing practice with 8+ years experience with existing book of clients
• You want to spend more time with clients and less time running the business
• Client growth feels inconsistent or harder to scale efficiently
• You’re comfortable working within a team-based, client-first environment

The Role:

• Serve as the primary advisor for client relationships
• Lead comprehensive financial planning and implementation
• Oversee investment, income, and tax strategies
• Work with internal service and associate teams to deliver a consistent client experience
• Contribute to firm growth through referrals and relationship development

What Lifeworks provides:

• Established brand, systems, and infrastructure
• Planning, investment, and operational support
• Clear expectations and a defined growth path
• A long-term equity-building opportunity tied to firm growth and partnership
• Tools and processes that reduce administrative burden

This is not an entry-level role and not a solo practice.

It’s a chance to build long-term value within a firm that has already laid the foundation.

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: 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.
• 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.
• 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.
• 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."
• 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 relationships. Speaking the truth is the foundation of building trust.