Financial Relationship Adviser
Listed on 2026-09-10
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Finance & Banking
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Sales
About this position
No cold calling. No prospecting quota. No book to build from scratch. Base salary starts at $100,000 plus performance incentives.
Lukas Total Wealth is an independently owned Registered Investment Advisory firm in North Little Rock, Arkansas. We're hiring a Relationship Advisor to serve as the primary advisor for a portion of our established client base: families who are already here, already planning with us, and already expecting depth most firms don't have the time to deliver.
If you became an advisor to do planning and got handed a sales quota instead, this is the correction.
You'll guide clients through the THRIVE Planning Process™ (Taxes, Healthcare, Risk Management, Income, Vitality, and Estate & Legacy), coordinating every piece of a retirement picture rather than solving one and moving on. Annual reviews. Proactive planning meetings. Honest conversations about market volatility, Medicare decisions, long‑term care, and what happens to the surviving spouse. The follow‑through that turns a plan into something real.
We're small enough that your judgment carries weight and structured enough that you're not carrying it alone. Operations, client experience, and planning support are already in place.
What we offer- Base salary starting at $100,000, with performance incentives based on experience and credentials
- An existing client base. You inherit relationships; you don't hunt for them.
- Health insurance, retirement plan, and paid time off
- CFP® sponsorship and continuing education support
- A defined planning process, not a product shelf
- Full-time, in‑office in North Little Rock
You'll carry a defined portion of client base, sized so you can actually know people: their kids' names, the business they sold in 2019, why the Roth conversion scares them. That's the whole idea. If "Humans Serving Humans" reads as marketing to you, we're probably not a fit. If it reads as obvious, keep going.
No cold calling. No prospecting quota. No book to build from scratch. Base salary starts at $100,000 plus performance incentives.
Lukas Total Wealth is an independently owned Registered Investment Advisory firm in North Little Rock, Arkansas. We're hiring a Relationship Advisor to serve as the primary advisor for a portion of our established client base: families who are already here, already planning with us, and already expecting depth most firms don't have the time to deliver.
If you became an advisor to do planning and got handed a sales quota instead, this is the correction.
You'll guide clients through the THRIVE Planning Process™ (Taxes, Healthcare, Risk Management, Income, Vitality, and Estate & Legacy), coordinating every piece of a retirement picture rather than solving one and moving on. Annual reviews. Proactive planning meetings. Honest conversations about market volatility, Medicare decisions, long‑term care, and what happens to the surviving spouse. The follow‑through that turns a plan into something real.
We're small enough that your judgment carries weight and structured enough that you're not carrying it alone. Operations, client experience, and planning support are already in place.
Compensation$100,000+ With Performance Incentives
Responsibilities- Serve as the primary advisor for an assigned group of ongoing client relationships
- Lead clients through the THRIVE Planning Process and coordinate recommendations across all six areas
- Conduct annual reviews and proactive planning meetings
- Guide clients through retirement income, tax strategy, Medicare and healthcare decisions, market volatility, estate and legacy planning, and major life transitions
- Prepare and present financial plans, retirement analyses, and investment recommendations
- Own follow‑through on planning…
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