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Financial Planning Intern

Part Time

We are currently accepting applications for Winter/ Spring 2022.

 

Gain real-world experience. Make a lasting impact.

At LifeGuide, we believe finances don’t have to be stressful. Taking a highly relational, team-based, comprehensive, and biblical approach to financial life planning, we help our clients live the kind of lives they’re called to—ones rooted in financial peace, freedom, and impact! As a Financial Planning Intern, you play an integral role on our team, participate in client meetings, and contribute directly to the work we do.

Financial Planning Intern

Why LifeGuide?

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.

Learn more about LifeGuide »

Why LifeGuide?

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.

Learn more about LifeGuide »
Financial Planning Intern

As a firm, we:

  • Have grown consistently and significantly over the past five years, with no desire to slow down!
  • Fully embrace Kingdom Advisors financial principles and seek to cultivate and inspire a spirit of extravagant generosity in our clients
  • Are organized as an ensemble practice. Learn more from Michael Kitces »
  • Leverage technology for repetitive and definable tasks to provide our advisors efficiency for what they do best: educate, inspire, provide wisdom, and develop relationships
  • Primarily attract a Christian faith-based clientele
Financial Planning Intern

Financial Planning Intern Roles and Responsibilities

LifeGuide’s paid internship program is an integral part of our culture and strategy. Because it’s our goal to create a meaningful and mutually beneficial work experience, all Financial Planning Interns participate as an integral member on one of our advisory teams.

We believe in providing our Financial Planning Interns the highest quality “real world” job experience around. No pencil pushing, no coffee getting, no free labor. Each intern reports to a lead advisor and is assigned a mentor to provide guidance, feedback, and assistance. They are given significant responsibilities to help their team serve clients and advance the LifeGuide business.

Financial Planning Intern

Interns can expect to experience all phases of our financial life planning and investment management processes.

Specific responsibilities include:

  • Helping prepare materials for client meetings
  • Inputing data and building base models in our financial planning platform, eMoney
  • Assisting clients with setting up and using LifeGuide’s client portal
  • Helping complete action items, transactions, and other client deliverables
  • Completing research, analysis and other special projects as assigned
Financial Life Planning » Investment Management »
Financial Planning Intern

Compensation and Career Trajectory

Compensation for interns starts at $15.50/hour for the first semester or term. Additional semesters and increased compensation may be offered based on work performance and availability.

As a business, we strive to grow organically and promote from within. We love hiring interns when they’re a great long-term fit for our team. Successful interns tend to have a big advantage in the selection process for our full-time positions.

If interested, Financial Planning Interns may apply for a permanent full-time position as a Financial Analyst.

Compensation for interns starts at $15.50/hour for the first semester or term. Additional semesters and increased compensation may be offered based on work performance and availability.

As a business, we strive to grow organically and promote from within. We love hiring interns when they’re a great long-term fit for our team. Successful interns tend to have a big advantage in the selection process for our full-time positions.

If interested, Financial Planning Interns may apply for a permanent full-time position as a Financial Analyst.

Application Process

If you’re ready for a meaningful, challenging, and intellectually stimulating internship and think you would be a fit for our team, we want 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 great for this internship.

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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