Financial Relationship Adviser

Lukas Total Wealth seeks a Financial Relationship Adviser to deliver holistic financial planning and advisory services to individuals and families. In this client-facing role, you'll develop long-term relationships, assess goals, and create customized strategies across investments, retirement, risk management, and tax-aware planning. You'll monitor portfolios, conduct regular reviews, and stay current on markets and planning strategies. Collaborating with our advisory team, you'll uphold a fiduciary standard, provide tailored guidance, and help clients pursue lasting financial security and confidence.