Lifetime Wealth Management, P.C.
Experienced Financial Advisor
Lifetime Wealth Management, P.C., Rockwall, Texas, United States, 75087
Overview
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Think You Can Scale Excellence Without Sacrificing Client Experience? Most wealth management firms talk about growth. We're talking about something harder:
maintaining boutique-level client service while building something that lasts.
If you're an experienced advisor who's proven you can deliver exceptional results to high-net-worth clients, and you think you can help us scale that excellence across a growing practice, keep reading. This isn't for advisors looking for an easy transition. This is for professionals who want to prove they belong among the region's top wealth management practitioners. The Challenge Lifetime Wealth Management serves sophisticated clients with minimum investment assets of
$1M
net worth of
$5M+ . We've built our reputation on delivering the kind of personalized, strategic advice that only comes from decades of combined experience. Now comes the hard part:
scaling that level of service without losing what makes us special. Think you can handle that responsibility? We operate on the Entrepreneurial Operating System (EOS), which means clear accountability, systematic execution, and everyone rowing in the same direction. If you thrive in structured, high-performance environments where your results directly impact the team's success, you'll love it here. What We're Looking For The Non-Negotiables: 8-10+ years as a practicing financial advisor $25M+ portable AUM with demonstrated client relationships Client base averaging $1M+ in assets per relationship Proven track record of fiduciary-level client service Experience managing complex portfolios and comprehensive financial planning The Preferred Qualifications: Advyzon platform experience (implementation pending) Current custody relationships with Schwab or Interactive Brokers Experience serving business owners, executives, and family offices Most Importantly: You need to prove you can maintain exceptional client relationships while contributing to systematic growth. We're not looking for someone who just wants to manage their existing book—we need an advisor who can absorb new client relationships and help build something bigger. Our Core Values - Do You Measure Up? We hire, evaluate, and part ways with team members based on these values. Think you embody what it means to be RESULTS ORIENTED while staying AUTHENTIC with every client interaction? Loyal: Relationships, supportive, team player, respectful, helpful Results Oriented: Hardworking, committed, goal focused, willing to take on anything, service focused Authentic: Genuine, true to self, worthy of other's trust Strategic: Big picture oriented, adaptable Loves to be an advisor: Loves to help others Seeks to improve status quo: Desires growth, desires improvement: personal, professional, business, strives for goals Own your outcomes: You are responsible If you're naturally STRATEGIC and LOVE TO BE AN ADVISOR while seeking to IMPROVE THE STATUS QUO, we want to meet you. The Opportunity What You'll Join: Established wealth management team with proven track record Two CFAs on staff managing client assets, freeing up your time for client services Integrated service model with our sister companies (Lifetime Tax Advisors and Lifetime Insurance Services) Technology-forward platform transitioning to Advyzon for enhanced client experience Family-oriented culture that values both performance and relationships What You'll Build: Your own client relationships while maintaining your existing book Systematic processes that allow boutique service at scale Cross-selling opportunities with our tax and insurance divisions Long-term wealth management practice with partnership potential Performance Objectives - Can You Meet These Standards? 90-Day Objectives: Successfully transition your existing client relationships to our platform Demonstrate mastery of our comprehensive service delivery model Build collaborative relationships with Tax and Insurance division leaders Establish systematic client communication and service protocols 180-Day Objectives: Take ownership of organic growth clients from firm referral pipeline Contribute strategic input on wealth management process optimization Demonstrate ability to maintain service quality while managing larger client load Mentor and collaborate with existing team members on best practices Annual Objectives: Achieve seamless integration of boutique service quality with scalable systems Drive measurable improvement in client satisfaction and retention metrics Contribute to division growth through systematic client acquisition and service excellence Demonstrate leadership in cross-division collaboration and client experience innovation What We Offer Compensation & Structure: Fee-sharing arrangement with transparent compensation model Higher payout percentage compared to big firm structures All overhead expenses covered - focus on clients, not administrative costs Growth-based compensation tied to both individual and team success 25+ days off including holidays Full benefits medical, dental, vision, 401(k) matching Family-first environment - we close at 3 PM on Fridays Office culture that includes lunches, happy hours, and genuine relationships Technology support with platform transitions and system optimization The Reality Check This role requires someone who can: Maintain exceptional client relationships during periods of growth and change Adapt to systematic processes while preserving personal touch Collaborate effectively with tax and insurance professionals for comprehensive client service Take ownership of both individual client outcomes and team success metrics This is NOT for advisors who: Want to coast on their existing book without contributing to growth Prefer working in isolation rather than collaborative team environments Are looking for the easiest transition with minimal accountability Can't handle the challenge of scaling service quality Ready to Find Out if You're Lifetime Material? We're building something special here - a wealth management practice that combines boutique-level service with the systematic excellence that allows sustainable growth. Think you can prove you belong among advisors who can deliver both? Next Steps: Submit your resume along with: Current portable AUM breakdown and client demographics Your approach to maintaining client relationships during platform transitions Examples of how you've contributed to team/firm growth beyond individual production Contact Information: trace@lifetimecos.com Lifetime Wealth Management 560 E. I-30, Suite 110 Rockwall, TX 75087 LifetimeWealthManagement.com Still think you have what it takes to scale excellence without sacrificing quality? We're ready to find out. LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA). LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES. Seniority and Employment
Mid-Senior level Full-time Finance and Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Think You Can Scale Excellence Without Sacrificing Client Experience? Most wealth management firms talk about growth. We're talking about something harder:
maintaining boutique-level client service while building something that lasts.
If you're an experienced advisor who's proven you can deliver exceptional results to high-net-worth clients, and you think you can help us scale that excellence across a growing practice, keep reading. This isn't for advisors looking for an easy transition. This is for professionals who want to prove they belong among the region's top wealth management practitioners. The Challenge Lifetime Wealth Management serves sophisticated clients with minimum investment assets of
$1M
net worth of
$5M+ . We've built our reputation on delivering the kind of personalized, strategic advice that only comes from decades of combined experience. Now comes the hard part:
scaling that level of service without losing what makes us special. Think you can handle that responsibility? We operate on the Entrepreneurial Operating System (EOS), which means clear accountability, systematic execution, and everyone rowing in the same direction. If you thrive in structured, high-performance environments where your results directly impact the team's success, you'll love it here. What We're Looking For The Non-Negotiables: 8-10+ years as a practicing financial advisor $25M+ portable AUM with demonstrated client relationships Client base averaging $1M+ in assets per relationship Proven track record of fiduciary-level client service Experience managing complex portfolios and comprehensive financial planning The Preferred Qualifications: Advyzon platform experience (implementation pending) Current custody relationships with Schwab or Interactive Brokers Experience serving business owners, executives, and family offices Most Importantly: You need to prove you can maintain exceptional client relationships while contributing to systematic growth. We're not looking for someone who just wants to manage their existing book—we need an advisor who can absorb new client relationships and help build something bigger. Our Core Values - Do You Measure Up? We hire, evaluate, and part ways with team members based on these values. Think you embody what it means to be RESULTS ORIENTED while staying AUTHENTIC with every client interaction? Loyal: Relationships, supportive, team player, respectful, helpful Results Oriented: Hardworking, committed, goal focused, willing to take on anything, service focused Authentic: Genuine, true to self, worthy of other's trust Strategic: Big picture oriented, adaptable Loves to be an advisor: Loves to help others Seeks to improve status quo: Desires growth, desires improvement: personal, professional, business, strives for goals Own your outcomes: You are responsible If you're naturally STRATEGIC and LOVE TO BE AN ADVISOR while seeking to IMPROVE THE STATUS QUO, we want to meet you. The Opportunity What You'll Join: Established wealth management team with proven track record Two CFAs on staff managing client assets, freeing up your time for client services Integrated service model with our sister companies (Lifetime Tax Advisors and Lifetime Insurance Services) Technology-forward platform transitioning to Advyzon for enhanced client experience Family-oriented culture that values both performance and relationships What You'll Build: Your own client relationships while maintaining your existing book Systematic processes that allow boutique service at scale Cross-selling opportunities with our tax and insurance divisions Long-term wealth management practice with partnership potential Performance Objectives - Can You Meet These Standards? 90-Day Objectives: Successfully transition your existing client relationships to our platform Demonstrate mastery of our comprehensive service delivery model Build collaborative relationships with Tax and Insurance division leaders Establish systematic client communication and service protocols 180-Day Objectives: Take ownership of organic growth clients from firm referral pipeline Contribute strategic input on wealth management process optimization Demonstrate ability to maintain service quality while managing larger client load Mentor and collaborate with existing team members on best practices Annual Objectives: Achieve seamless integration of boutique service quality with scalable systems Drive measurable improvement in client satisfaction and retention metrics Contribute to division growth through systematic client acquisition and service excellence Demonstrate leadership in cross-division collaboration and client experience innovation What We Offer Compensation & Structure: Fee-sharing arrangement with transparent compensation model Higher payout percentage compared to big firm structures All overhead expenses covered - focus on clients, not administrative costs Growth-based compensation tied to both individual and team success 25+ days off including holidays Full benefits medical, dental, vision, 401(k) matching Family-first environment - we close at 3 PM on Fridays Office culture that includes lunches, happy hours, and genuine relationships Technology support with platform transitions and system optimization The Reality Check This role requires someone who can: Maintain exceptional client relationships during periods of growth and change Adapt to systematic processes while preserving personal touch Collaborate effectively with tax and insurance professionals for comprehensive client service Take ownership of both individual client outcomes and team success metrics This is NOT for advisors who: Want to coast on their existing book without contributing to growth Prefer working in isolation rather than collaborative team environments Are looking for the easiest transition with minimal accountability Can't handle the challenge of scaling service quality Ready to Find Out if You're Lifetime Material? We're building something special here - a wealth management practice that combines boutique-level service with the systematic excellence that allows sustainable growth. Think you can prove you belong among advisors who can deliver both? Next Steps: Submit your resume along with: Current portable AUM breakdown and client demographics Your approach to maintaining client relationships during platform transitions Examples of how you've contributed to team/firm growth beyond individual production Contact Information: trace@lifetimecos.com Lifetime Wealth Management 560 E. I-30, Suite 110 Rockwall, TX 75087 LifetimeWealthManagement.com Still think you have what it takes to scale excellence without sacrificing quality? We're ready to find out. LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA). LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES. Seniority and Employment
Mid-Senior level Full-time Finance and Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr