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Financial Analyst

Full Time

Our Mission

We believe that honoring God with your wealth shouldn’t be stressful. In fact, it should be deeply fulfilling! Which is why we see money not as the end goal in itself, but as a tool to meet needs and turn goals into reality. For every client who comes through our doors, we desire to take the stress, complexity, and fear out of financial management and instead help them leverage their finances into a life of peace, freedom, and lasting impact.

Who We Are

We are a Christ-centered, planning-centric, independent, fee-based, SEC-regulated RIA financial advising firm based in Mechanicsburg, PA. We are passionate about using our firm’s time, talent, platform, and resources to make a positive and lasting impact for the Kingdom.

No cold calls, no sales quotas, no required appointment levels, and no going it alone here. All advisors receive a salary and a bonus based on team and individual performance.

As a firm, we:

Roles and Responsibilities

The Financial Analyst is the technician on their advisory team comprised of three to six advisors. They work alongside the other advisors on their team to provide clients with exceptional service, perform research and analysis, complete action items, and help construct financial plans.

Specific responsibilities include:

Experience and Licensure

Financial Analysts typically have 0–3 years of related experience. They are required to have already earned their bachelor’s degree as well as their Securities Series 65 and Life and Health Insurance License, or to obtain these within the first six months of employment. They are expected to aggressively work toward obtaining their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.   

Compensation and Career Trajectory

Typical compensation for this full-time position is $45,000+, in addition to LifeGuide’s complete benefit package. Our compensation plans are a combination of salary and incentive pay based on individual and company performance. Initial compensation will be determined based on individual qualifications and experience. We formally review performance and compensation annually.

As a team, we strive to grow organically and promote from within. Successful Financial Analysts typically advance to the Financial Advisor role after two to three years.

Benefits and Culture

If your only goal is to get rich working in the financial industry, we’re probably not the right place for you. If you want to make a great living, use your vocation to make a Kingdom impact, and be excited to go to work every day, read on.

Our goal is to create the best culture and work environment our team members have ever been part of. We believe in attracting and retaining the best talent because we believe our mission is worth it. We want team members who are passionate and fully invested in the work we get to do together. Yet life is about so much more than work. It’s our firm belief and aim that every member of our team should be present, engaged, and attentive to their personal and spiritual lives. So we expect that our staff takes time to rest, recharge, and attend their kids’ soccer games.

Here’s a bit more about our culture and benefits:

The LifeGuide Way

Traditional Industry Norms
A highly supportive, highly encouraging, engaged team culture. We operate out of an abundance mindset where you’ve always got someone in your corner. Competitive, “everyone-for-themselves” culture where one’s win is another’s loss, and vice versa. Employees scrutinized for the amount of business they bring in. Failure and burn out are not uncommon.
Salaried team members. No commissions, no product or referral quotas, no nonsense. Advisors receive bonuses based on LifeGuide’s success, which is based on our clients’ success! Sales quotas, cold calls, appointment and activity minimums, draws against future feast-or-famine sales commissions
Paid vacation, holidays, sick leave, mission trips, maternity and paternity leave. We also pay for an annual renewal, “Weekend Away.”  You may take time off, but you still need to sell and meet your quotas to get paid.
Company paid disability, dental, vision, and life insurance. Retirement plans with company matching. Usually at employee expense
Charitable gift matching, healthy living subsidies, paid mission trips Employees usually are on their own.
Company-provided industry leading hardware and software technology package Employees must usually purchase and maintain on their own technology.
Regular team celebrations, events, professional development, and check-ins. The result is a team personally and professionally invested in one another. Rewards for top sales people, and maybe a holiday party
Business casual and smart casual dress Usually formal “suit and tie” attire
Education, licensing, and professional development reimbursement programs Some companies offer educational reimbursement incentives; many do not.
A path to partnership and ownership Employees must build their own book of business.

Note: All benefits are subject to eligibility and variation based on qualification and length of time employed at LifeGuide.

Team members who thrive at LifeGuide:

Application Process

If you think you might be a fit for our team, we’d love to hear from you. Apply below and include your resume, cover letter, and any other information you feel would be helpful in letting us know why you’d be a great fit at LifeGuide.

If we think you may be a fit, we will send you a short questionnaire to complete. This will formally begin a discovery process that includes testing, phone/ video conferencing conversations, and, if appropriate, in-person interviews at our Mechanicsburg, PA office.

Apply Today

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