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Lead Financial Advisor

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 Lead Financial Advisor serves as their clients’ primary financial planner and coach. Working on a team of three to six advisors, the Lead Financial Advisor develops and communicates clients’ financial plans. They are tasked with forming deep relationships with their clients and are responsible for their assigned clients’ ongoing advisory experience and results. Lead Financial Advisors also help mentor and develop junior members of their team.

Specific responsibilities include:

While the Lead Financial Advisor is not primarily responsible for generating leads or new business, they often assist Senior Financial and Life Advisors with presales opportunities. They are mentored by the Senior Financial and Life Advisor on their team.

Experience and Licensure

Lead Financial Advisors typically have 5–12 years of related experience. Additionally, all Lead Financial Advisors are required to have the following:

Compensation and Career Trajectory

Typical starting compensation for this position is $75,000+. Our compensation plans are a combination of salary and incentive pay based on individual and company performance. Initial compensation will be determined on an individual basis considering experience and qualifications. We formally review performance and compensation annually.

As a team, we strive to grow organically and promote from within. Successful Lead Financial Advisors are considered for partnership in the firm and typically advance to the Senior Financial and Life Advisor role in five to eight years.

They will be expected to earn the Registered Life Planner (RLP®) designation to progress to a Senior Financial and Life Advisor.

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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