Financial Advisor (Integrated Wealth, Estate & Tax)

Lifestyle Planning, LLC; Chandler (AZ); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid holidays

Generous PTO

Remote work flexibility after 6 months

Job summary

Lifestyle Planning, LLC in Chandler, AZ seeks a seasoned Financial Advisor to lead investment recommendations and portfolio risk management. You will work with attorneys, tax experts, and support staff to align strategies with retirement tax reduction and estate plans.

Responsibilities include coordinating account titling and beneficiary designations, and delivering integrated financial plans using RightCapital.

Qualifications

• 5+ years of experience doing comprehensive retirement and tax planning.
• Bachelor’s degree in finance, accounting, economics, business, or related field is preferred.
• Absolute commitment to ethical conduct, client confidentiality, and strict regulatory compliance is required.
• Proficiency in RightCapital and advanced Excel skills.

Responsibilities

• Lead investment recommendations, execute trades, apply model portfolios, and manage portfolio risk.
• Collaborate with attorneys, tax experts, and support staff to align investment strategies with retirement tax reduction and estate plans.
• Coordinate with internal team members to ensure account titling, deeds, and beneficiary designations match the master plan.
• Analyze, build, and present complete financial and retirement strategies using RightCapital, while managing account openings, transfers, and policy implementation.

Skills

Client-focused

Collaborative

Coachable

Ethical conduct

Education

Bachelor’s degree in finance, accounting, economics, business, or related field

Tools

RightCapital

Advanced Excel

Job description

Location: Chandler, AZ 85248 (In-Office; 1 day/week remote after proven 6-month track record)

Pay Range: $100,000 – $120,000 Base Salary + Incentive Bonus Plan (eligible after 6 months of successful progress)

Firm: Lifestyle Planning, LLC (Chandler, AZ)

Location: Chandler, AZ 85248 (In-Office; 1 day/week remote after proven 6-month track record)

Pay Range: $100,000 – $120,000 Base Salary + Incentive Bonus Plan (eligible after 6 months of successful progress)

Experience Level: 5+ Years Comprehensive Retirement Planning

Firm: Lifestyle Planning, LLC (Chandler, AZ)

A Quick Warning Before You Read Further

If you carry a massive ego, prefer wearing a three-piece suit to feel superior, or think you already know everything about wealth management—please stop reading now. You will not fit in here.

At Lifestyle Planning, LLC, we do things differently. We are a boutique, integrated firm in Chandler serving clients in or near retirement with $1M–$5M+ in net worth. We aren’t traditional corporate advisors hiding behind wirehouse bureaucracy. We take a \"streetwear\" mindset to an industry that is far too stuffy—focusing on raw technical excellence, complete execution, and total alignment.

Our core philosophy is built on our firm being the Keystone. Most estate and financial plans crumble because advisors don't talk to each other—accounts aren't retitled, tax strategies get missed, and execution falls apart. As a firm, we bring complete financial planning, estate coordination, and tax strategy under one roof to lock the structure together so it never breaks.

Who We Are Looking For

We are seeking a Financial Advisor who is technically brilliant, obsessed with client outcomes, and—above all—relentlessly coachable.

You will not be asked to cold call, hunt for prospects, or bring a transferable book of business. No marketing or sales required.

Instead, your mission will be to work collaboratively alongside our full team of attorneys, tax experts, and support staff to execute client goals. While you won't be the sole \"lead\" on every single piece of a client's strategy, you will take full ownership of investment recommendations, risk management, model portfolio application, and trade execution. Your recommendations across all planning areas will carry great weight, but you must be humble enough to refine ideas with the team and present a clear, united front to the client.

You are a fit if:

• You are humble & hungry: You care deeply about execution and doing the right thing for the client, not building an empire for your ego. You take feedback exceptionally well and thrive in a collaborative team setting.
• You love the craft, not the pitch: You adore deep-dive financial planning, tax optimization, and portfolio management, but hate selling.
• You believe in integrated planning: You hate seeing fragmented advice ruin a client’s retirement and want to be an integral part of a firm that pulls tax, legal, and investment pieces together seamlessly.
• You command the room with warmth: You can comfortably advise individuals and couples in or near retirement with $1M–$5M+ in net worth without needing to sound like a textbook.
  

What You’ll Be Doing

• Investment & Portfolio Leadership: Lead investment recommendations, execute trades, apply model portfolios, and manage portfolio risk.
• Collaborative Client Strategy: Work side-by-side with our attorneys, tax experts, and support team to align investment strategies with comprehensive retirement tax reduction and estate plans.
• Integrated Execution: Coordinate with internal team members to ensure account titling, deeds, and beneficiary designations match the master plan perfectly.
• Plan Construction & Account Management: Analyze, build, and present complete financial and retirement strategies using RightCapital, while managing account openings, transfers, and policy implementation.
  

Qualifications & Requirements

• Experience: 5+ years of experience doing comprehensive retirement and tax planning.
• Education: Bachelor’s degree in finance, accounting, economics, business, or a related field is preferred.
• Ethics & Compliance: Absolute commitment to ethical conduct, client confidentiality, and strict regulatory compliance is required.
• Technical Software: Proficiency in RightCapital and advanced Excel skills.
• Location: Must be able to reliably commute daily to our Chandler, AZ office.
• Culture Fit: Nonsmoking environment. Coachable mindset. Zero room for big egos.

Licenses & Certifications:

• Active CFP® certification (Required)
• Series 65 or equivalent
• Arizona Life & Health Insurance license (Preferred)

Compensation & Perks

• Base Salary: $100,000.00 – $120,000.00 / year (DOE)
• Incentive Bonus: Performance-based incentive bonus plan offered starting after 6 months of successful progress.
• Health Benefits: Health insurance coverage offered (partially paid by employer/employee).
• Retirement: 401(k) with company match.
• Time Off: Paid holidays + generous PTO.
• Work Flexibility: In-person setting in Chandler with 1 day/week remote work flexibility unlocked after a proven 6-month track record.

Employment Disclaimers:

• Employment with Lifestyle Planning, LLC is at-will.
• This job posting reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
• Successful completion of a comprehensive background check and a clean FINRA U4 / regulatory disclosure history are strictly required.