Lead Financial Advisor

Join to apply for the Lead Financial Advisor role at Lifeworks Advisors

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Join to apply for the Lead Financial Advisor role at Lifeworks Advisors

At Lifeworks Advisors, we believe that exceptional client outcomes are achieved through

teamwork. Our success in managing almost two thousand client relationships directly results

from our collaborative culture, where each team member understands their role and contributes

meaningfully to our shared mission.

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.

To help our clients live intentionally.

Values

Our values empower us to deliver on our promise to help clients live better lives.

Stewardship

Stewardship involves thoughtful management and protection of what matters most. It extends

beyond managing financial assets, preserving and enhancing all aspects of our clients' legacies

for future generations. It is a framework for intentionally preserving, protecting, maximizing, and

passing on what matters most to those we love and are responsible to.

Example:
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.

Example:
Regular cross-functional collaboration between advisors, clients, CPAs, and

investment specialists to develop a sound strategy and wise decisions.

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.

Example:
Discuss candidly with clients about their fears, aspirations, and family dynamics to

create truly personalized financial plans.

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.

Example:
Recommending unconventional but appropriate strategies when they better serve a

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

Example:
Adhering to our investment philosophy and client service standards even during

market volatility or challenging times.

Truth

Trust is built on honesty. We communicate openly with our team and clients, even during

difficult conversations. Clear, truthful…