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 success at Lifetime comes from the quality of our clientele, not from the quantity of clients. We specialize in learning who you are and what your needs and expectations are. 

Jason Potts

Founder, Lifetime Companies

OUR TEAM

Jason Potts

Jason Potts

President / CEO

Greg Tudor

Greg Tudor

Tax / Financial Advisor

Jason A. Gould, CFA

Jason A. Gould, CFA

Portfolio Manager

Maryann Hall

Maryann Hall

Financial Advisor

Jennifer E. Ziesk

Jennifer E. Ziesk

Financial Advisor

Lifetime Companies

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.

Contact

560 E. I-30, Suite 110 Rockwall TX 75087

Lifetime Brands

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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.