Advisors
If you like what you see here, you’ll love being a Lifeworks Advisor.
If you’re intrigued by our approach to client service, you’ll be amazed by the opportunities we offer advisors. We’re looking for visionaries ready to shape the future of financial advice. Discover how becoming a Lifeworks advisor could transform your career.
To build a successful 21st-century practice, you need to solve these three significant challenges.
Differentiated offer
You need a truly unique value proposition that sets you apart in an increasingly commoditized market.
Next-gen experience
You need to deliver an exceptional, tech-enabled client experience that meets modern expectations.
Scalable delivery
You need a system that allows you to serve more clients effectively without sacrificing quality of care.
At Lifeworks, we’re building the future of advice®.
Deliver an unparalleled client experience.
At Lifeworks, we’ve reimagined wealth management. Our advisors provide ultra-high-net-worth level service to every client, fostering deeper, more rewarding relationships. With our comprehensive suite of services and innovative planning process, you’ll become your clients’ trusted advisor for all financial matters.
- Customizable financial planning process aligned with client values and goals
- Comprehensive family office-style services for all clients
- Innovative subscription-based financial planning model
- Quarterly client meetings for stronger relationships
- Access to CPAs, estate planners, and insurance specialists
- Advanced investment strategies using factor-based investing and smart beta
- Business valuation and planning services for entrepreneurs
Win today's clients and tomorrow's wealth creators.
As a Lifeworks advisor, you’ll have the tools to build a thriving, future-proof practice. Our differentiated offer and world-class support let you focus on what matters: serving clients and growing your business. Our approach appeals to a wide range of clients, positioning you to attract and retain those seeking more than just investment management.
- Comprehensive support in transitioning to the Lifeworks model
- Cutting-edge liability-driven wealth management system
- Robust operational support, including compliance and administration
- Ongoing professional development opportunities
- Regular advisor forums for sharing insights
- Leadership committed to advisor success
- Be part of a mission-driven organization transforming financial advice
A career path aligned with your ambitions.
Joining Lifeworks as an employee/partner means investing in your future. Our unique structure offers employment stability with partnership potential. As you grow, you’ll have opportunities to lead, mentor, and shape the company’s direction, always working with cutting-edge tools and strategies.
- Competitive base salary with performance-based bonuses
- Opportunity for equity participation
- Clear path to partnership for top performers
- Comprehensive benefits package
- Investment in your professional growth
- Collaborative, innovation-focused environment
- Potential to shape the company's future
Leverage our innovative technology platform.
Our state-of-the-art platform streamlines your workflow and enhances client service. By automating routine tasks and providing powerful analytical tools, you can focus on high-value activities like client relationships and strategic planning. With our mobile-first design, manage your practice from anywhere.
- All-in-one solution for planning, investment management, and practice management
- Digital client onboarding with instant account opening
- Interactive financial planning tools and performance reporting
- Automated billing and payment processing
- Integrated compliance and document management
- Mobile-first design for anytime, anywhere access
- Continuous platform improvements based on advisor feedback
Warning! These 10 trends are upending the advice industry.
In this video, our CEO Ron Bullis will highlight the ten most important trends he believes are shaping the future of advice and share how they are enabling Lifeworks advisors to rapidly grow their practices.
Offer all your clients ultra-high-net-worth-level services.
We believe every client should have access to the best investment strategies, financial planning services, and advice—regardless of their net worth. That’s why we’ve created a team of experts to help you deliver family-office-style expertise to each of your clients.
Comprehensive team
- Our financial planners are trained on the Lifeworks process, so you always have backup if you need it.
- Insurance experts support Medicare, health insurance, and long term care decisions.
- Connect with our strategic CPA partners throughout the nation
Client-first business model
- No fund fees. No platform fees. No trading fees. No commissions.
- No risk scores. No one-size-fits-all model portfolios. No costly TAMP fees.
- We have no minimum account size requirements and work with clients at all levels of wealth.
Hyper-personalized and scientific portfolio construction
- Every portfolio is constructed from scratch and driven by your client’s unique financial plan.
- We use individual equities to reduce unnecessary fees and provide complete customization of your client’s portfolio.
- Our investment strategies are built on scientific research and leverage factor-based investing and smart beta techniques.
- Every portfolio can be optimized for any asset a client already owns (public or private).
- Every portfolio is recalibrated dynamically according to your plan’s evolutions.
Separately managed accounts
- Separately managed accounts allow for maximum tax efficiency
- Invest in individual stocks and alternative assets
- Individualized and automated tax-loss harvesting
- Fractional shares
- Digital assets
Hedging and risk management
- The risk loading of your investment portfolio is dynamic and rebalanced to align with changes to your financial plan.
- We use smart beta to change the weighting of holdings in a portfolio to eliminate unrewarded risk and provide true diversification.