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Lifetime Financial Jobs (NOW HIRING)

Synergy Financial

Financial Consultant

Medina, WA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Opportunity of a Lifetime This contract-based position provides an incredible opportunity to change ...

Synergy Financial

Financial Consultant (Remote)

Corona, CA · Remote

$75K - $100K/yr

Synergy Financial is a rapidly growing financial services company offering remote work-from-home ... Opportunity of a Lifetime This contract-based position provides an incredible opportunity to change ...

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All JobsLifetime Financial Jobs

Lifetime Financial information

See salary details

$31.5K

$71.6K

$115K

How much do lifetime financial jobs pay per year?

As of Jun 7, 2026, the average yearly pay for lifetime financial in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is the difference between Lifetime Financial vs Financial Advisor?

AspectLifetime FinancialFinancial Advisor
CertificationsVaries, often includes licenses like Series 6/7, CFPTypically requires CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independent officesFinancial firms, banks, independent practices
Industry UsageUsed broadly for firms offering financial planning and investment servicesCommonly used for professionals providing personalized financial advice

Lifetime Financial and Financial Advisor roles often overlap in credentials, work environment, and industry usage. While 'Lifetime Financial' may refer to a company or specific service, 'Financial Advisor' is a common job title for professionals offering financial planning and investment advice. Both roles typically require similar certifications and work in comparable environments, making them closely related in the financial services industry.

More about Lifetime Financial jobs
What cities are hiring for Lifetime Financial jobs? Cities with the most Lifetime Financial job openings:
What states have the most Lifetime Financial jobs? States with the most job openings for Lifetime Financial jobs include:
What job categories do people searching Lifetime Financial jobs look for? The top searched job categories for Lifetime Financial jobs are:
Lifetime Financial jobs near you
Infographic showing various Lifetime Financial job openings in the United States as of May 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Client Service Associate - Investment Management

Client Service Associate - Investment Management

Dean Licata & Associates, LLC

Pittsford, NY • On-site

$26 - $30/hr

Part-time

Retirement, PTO

Posted 10 days ago

Job description

Client Service Associate – Investment Management

 

About the job

 

Company Description

Dean Licata & Associates is a professional investment management organization dedicated to delivering exceptional service and solutions to meet our clients' unique needs. Rooted in integrity, we focus on fostering trust and building long-term relationships with our clients and partners. Located in Pittsford, NY, we are committed to excellence and personalized attention that enable clients to achieve lifetime financial independence. Join our team to contribute to a supportive and dynamic work environment where your professional growth is valued.

 

Role Description

This is initially a part-time, 20 hour per week, on-site role located in Pittsford, NY, for a Client Services Representative. Occasional remote work may be possible. The individual in this position will process new account applications and account updates, maintain CRM database records, handle client inquiries, resolve issues promptly, and ensure high levels of customer satisfaction. Responsibilities include maintaining effective communication with clients, supporting finance-related queries, and collaborating with internal staff to deliver exceptional service experience. This role requires a proactive and professional approach to managing relationships with clients.


Qualifications:

  • Associates degree or higher required
  • 2+ years’ experience in a client-facing role within the financial services industry or closely related field
  • Excellent written and verbal communication
  • Strong interpersonal skills and a problem-solving mindset to handle complex situations with professionalism
  • Highly proficient with MS Office products and office technology (scanners, printers, multi-line phones)
  • Familiarity with CRM tools and software
  • Ability to organize and prioritize work within a structured, process-oriented environment
  • Ability to work collaboratively in a team-oriented environment