Financial Advisor

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Level: Senior Level (3+ years of professional experience)

Type: Full-Time

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

FINANCIAL

Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP, CFA, and CPA.

What sets us apart? We dive deep, examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact.

We like it here, and we think you will, too.

MAKE AN IMPACT

As a Financial Advisor on the Retirement Plans Services team, you will:

• Conducting group and one-on-one enrollment meetings for employees of new plan sponsor clients
• Coordinating and facilitating group education sessions
• Providing personalized financial guidance through individual meetings with employees seeking advice
• Developing and maintaining financial plans with ongoing recommendations
• Supporting senior retirement plan advisors in designing and implementing employee education and advice programs tailored to specific company goals
• Engaging with employees through in-person meetings, Zoom sessions, and phone calls
• Preparing for client meetings and ensuring timely follow-up
• Assisting operations and administrative teams as needed

QUALIFICATIONS

• 3+ years of financial planning experience
• CFP designation or program candidate
• Relevant educational background in finance, accounting, or business
• Strong interpersonal skills for client and team interactions
• Ability to multitask with keen analytical skills
• High attention to detail and proactive work ethic
• Quick learner with adaptability and comfort with technology
• Strong verbal and written communication skills
• Team-oriented mindset with a collaborative approach

BENEFITS

• Investments & Incentives

Competitive Base Salary | Matching 401k Program | Profit-Sharing |Professional Certification Exam Incentives

• Lifestyle Balance

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings

• Professional Development

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Finance and Consulting

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Medical insurance

Vision insurance

401(k)

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