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.

Role Overview: Senior Financial Advisor

*Lifeworks is looking for an experienced advisor to grow and manage client relationships within an established firm. This role is for advisors who already have traction but feel constrained by time, operations, or the cost of scaling independently.*

What you'll bring

• Currently operating as a financial advisor
• Series 65 or equivalent with a clean U4
• Existing and transferrable book of business
• Proven track record of client acquisition and retention
• CFP certification (preferred)

The Ideal Candidate

• Has an entrepreneurial mindset with the desire to grow and scale their existing practice
• Brings 7+ years of experience in the advisory