Licensed Financial Advisor

Lukas Total Wealth is seeking a Relationship Advisor who is passionate about helping individuals and families navigate retirement with clarity and confidence. This role is designed for an experienced advisor who values meaningful planning, deep client relationships, and long-term impact over transactional sales.

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

The Relationship Advisor will serve as the primary advisor for a portion of our established client base, guiding clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination through our THRIVE Planning Process.

This is an opportunity to join an independently owned Registered Investment Advisory firm that believes in preparation, professionalism, and truly serving people well.

There is no cold calling r...