Careers@Lifetime Wealth Management
Careers @ Lifetime Wealth Management
Lifetime Wealth Management, P.C. operates with a singular objective: to provide superior financial advice and to foster lasting relationships with our clients. Each relationship has specific goals and dreams, and being a part of achieving both results in a true love for what we do. At Lifetime Wealth Management, we are more than just a Registered Investment Advisory (RIA) firm; we take the time to truly learn about who our clients are and what drives them in their day-to-day life. By positioning ourselves as the point of contact for all your financial needs, we are able to provide comprehensive financial advice and services that withstand the test of time.
Join the Lifetime Wealth Management Team
Beyond the competitive salary and benefits that come with joining our team, our company culture is hard to beat! If you are looking for more than just a workplace, look no further than Lifetime. We pride ourselves in fostering a lively, warm environment, where we are more than just teammates – we are a family!
Benefits & Rewards
We are seeking team members that are constantly looking for ways to provide value, work smarter, and not harder. We give our staff 25+ days off, including Holidays. We also try to squeeze in some fun: office lunches/breakfasts, happy hours, and casual day on Fridays. Oh yeah, and we close at 3 PM on Fridays!
Lifetime Cos. Career Opportunities
| Position | Location | Work Type |
| Operations Manager | Rockwall, TX | Full Time Apply |
Upcoming Opportunities
| Position | Location | Work Type |
| Financial Advisor | Rockwall, TX | Full Time (Full Description to Come) |
| Position | Location | Work Type |
| Licensed Sales Assistant | Rockwall, TX | Full Time (Full Description to Come) |
OUR TEAM
Jason Potts
President / CEO
Jason A. Gould, CFA
Portfolio Manager
Maryann Hall
Financial Advisor
Jennifer E. Ziesk
Financial Advisor
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
Lifetime Brands
Lifetime Tax Advisors
Lifetime Wealth
Lifetime Insurance
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LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.
