Job Description

If you’re the kind of advisor who believes client relationships are everything—not just transactions—this is your opportunity to step into a role where your expertise is valued and your client experience truly matters. Join a team that prioritizes thoughtful financial guidance, long-term relationships, and a high-touch, “white glove” approach to service.

This position offers the rare chance to inherit and manage an existing book of business, allowing you to focus on what you do best—advising clients, building trust, and delivering meaningful financial outcomes.

What You’ll Do

• Serve as the primary advisor for an established client base, delivering personalized financial guidance
• Build deep, long-term relationships through proactive communication and exceptional service
• Provide comprehensive financial planning alongside ongoing investment advice
• Act as a trusted partner, helping clients navigate complex financial decisions
• Identify opportunities to enhance client portfolios and overall financial strategies
• (Optional) Contribute to business development efforts to expand your book, if that’s your strength

What You Bring

• Bachelor’s degree in Finance, Business, or related field
• 5+ years of experience in a client-facing advisory role
• Proven success managing and advising clients directly
• CFP® (Certified Financial Planner) designation required
• Strong blend of financial planning and investment advisory experience
• A genuine passion for delivering high-touch, “white glove” client service
• Professional presence—articulate, confident, and relationship-driven without ego

Why This Role

• Step into an existing book of business—no need to build from scratch
• Focus on client relationships and planning, not just sales
• Collaborative, client-first environment that values quality over quantity
• Opportunity to grow your impact and expand your book over time

If you’re an advisor who takes pride in delivering exceptional service and building lasting client relationships, this is a role where you can truly thrive.

For confidential consideration, please complete our Lutz application for this role listed on our website:  You can also send your resume to Jana Mustard at jmustard@lutz.us. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.   

Job Number – 3573733SG

#MP

Pay: $100,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Job Tags

Similar Jobs