Financial Service Advisor

Job Description

Job Description

For the professional who takes quiet pride in getting things done right, the first time, every time.

Clients are retirees and families who have trusted us with their life’s savings. When one of them calls to move money, take a withdrawal, update a beneficiary, or open an account, someone has to make it happen: accurately, quickly, and without a detail slipping. That someone is you.

This is the engine room of the firm. Our advisors design the plan using the THRIVE Process (Taxes, Healthcare, Risk, Income, Vitality, and Estate and Legacy). You make it real. A beneficiary update protects a family’s legacy. A withdrawal processed on time is a retiree’s paycheck. A Roth conversion entered correctly is a tax plan carried out.

You’ll work side by side with our advisors and our Chief Investment Officer, a CPA and CFA, and see tax planning, investing, and retirement income come together every week. You’ll also take on special projects and pitch in wherever you’re needed.

$75,000 - $100,000 yearly

• Fulfill client service requests from start to finish: withdrawals, contributions, transfers, account maintenance, and beneficiary and profile updates, until complete and confirmed back to the client.

• Prepare, submit, and track custodian and account forms accurately, following every request through to completion.

• Execute trade and money movement requests as directed by the advisors, making sure each is entered correctly and settled.

• Maintain accurate, complete, and organized client records in our CRM and across firm systems.

• Track open items and service commitments so nothing is overlooked, and keep clients and advisors informed on status.

• Handle special projects as assigned and pitch in across the firm.

• Treat all client and financial information with discretion.

Required:

• Series 65 license

• Highly organized and detail-oriented, with relentless follow-through

• Accurate under pressure: you double-check your work and catch your own mistakes

• Clear, professional communicator in writing and on the phone

• Patient and kind with retirees, especially when they’re anxious about their money

• Comfortable with technology and eager to learn new platforms

• Dependable and process-minded, with deep respect for deadlines and accuracy

• Able to work in person at our North Little Rock office

Preferred:

• Experience in financial services, account operations, insurance, banking, or a similar detail-heavy role

• Experience with the Schwab advisor platform or a CRM such as Wealthbox

• Experience with Google Workspace and Microsoft Office

Lukas Total Wealth is an independently owned Registered Investment Advisory firm located in North Little Rock, Arkansas. Our mission is to help good people make wise financial decisions so they can focus on what matters most and truly THRIVE in retirement.
As a fiduciary, we are bound to put clients’ interests first, and that standard applies to every form you touch.
Our planning philosophy centers on the THRIVE Process: Taxes, Healthcare, Risk, Income, Vitality, and Estate and Legacy. We’re building a culture centered on professionalism, integrity, preparation, meaningful relationships, and doing the right thing for clients.