Financial Professional

Lifetime Financial Growth, LLC; Indianapolis (IN); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Baseline draw $24k

High earning potential

Benefits package

Defined Benefit Plan

401(k) with match

Health insurance

Dental insurance

Tuition reimbursement

Mentorship program

Career growth

Tech & marketing support

Job summary

Lifetime Financial Growth, LLC helps clients clarify and achieve long-term financial visions through tailored strategies and life maps. As an Agency of The Guardian Life Insurance Company of America, the firm provides robust support while maintaining an independent advisory approach.

The role emphasizes client consultations, analytical strategy development, and ongoing relationship management to build a durable client base, with strong earning potential and comprehensive benefits.

Qualifications

• Strong, professional communication skills with the ability to explain complex financial concepts clearly.
• Licensing: Willingness to obtain securities and insurance registrations (e.g., FINRA licenses and state licenses).
• Ability to build trust-based client relationships and manage diverse financial needs.
• Commitment to ongoing learning within the financial services industry and adherence to high professional ethics.

Responsibilities

• Client Consultation: Partner with clients to understand financial goals, concerns, and current financial situations.
• Strategy Development: Analyze financial data to design customized strategies using appropriate products and services.
• Portfolio Building: Develop and maintain a loyal base of clients who value your input and guidance.
• Relationship Management: Review and update clients' financial strategies over time to stay aligned with changing goals.

Skills

Communication Skills

Relationship Building

Integrity & Ethics

Licensing readiness

Job description

Lifetime Financial Growth is a privately owned wealth management firm focused on helping clients clarify and achieve their long-term financial vision. We design customized strategies and “life maps” to enhance and protect our clients’ wealth potential across changing life stages.

We operate as an Agency of The Guardian Life Insurance Company of America® and provide securities products and advisory services through Park Avenue Securities LLC. This allows our representatives to give clients the robust support of established financial institutions while maintaining a flexible, independent advisory approach.

What We Provide (Perks & Compensation)

• Strong Earning Potential: The Guardian Financial Representative (FR) contract includes a baseline draw starting at $24,000. Inexperienced FRs earn an average of $90,000 to $100,000 per year during their first four years (includes first-year and renewal commissions; renewals begin in year two).
• Long-Term Wealth Building: Because your renewal commission stream compounding builds over time, average income increases significantly after the initial four-year startup phase, offering substantial, uncapped long-term earning potential.
• Comprehensive Benefits: Includes a Defined Benefit Plan, 401(k) with company match and Roth options, plus full health and dental insurance.
• Career & Leadership Growth: Clear paths to leadership, tuition reimbursement, and continuing education opportunities.
• Training & Mentorship: Ongoing local, virtual, and national training programs paired with hands-on mentorship and joint-work opportunities.
• Tech & Marketing Support: Cutting-edge tools and resources to help you market your practice, manage your pipeline, and communicate efficiently.

What You’ll Be Doing

• Client Consultation: Partnering with clients to deeply understand their financial goals, concerns, and current financial situations.
• Strategy Development: Analyzing financial data to design customized strategies using appropriate products and services.
• Portfolio Building: Developing and maintaining a loyal base of clients who value your professional input and guidance.
• Relationship Management: Reviewing and updating clients' financial strategies over time to keep them aligned with changing goals, building relationships that last for years.

Qualifications

• Communication Skills: Strong, professional communication skills with the ability to explain complex financial concepts in an accessible manner.
• Licensing: Relevant industry licenses, or a willingness to obtain required securities and insurance registrations (e.g., FINRA licenses and state insurance licenses).
• Relationship Building: A demonstrated ability to build trust-based relationships and manage diverse financial needs.
• Core Values: A high level of integrity, strong professional ethics, and a commitment to ongoing learning within the financial services industry.