Careers

Who we are:
Life Plan Investments is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners, and we specialize in retirement planning and estate conservation.

What will you do:

• Provide administrative support to the Life Plan financial advisor team to maintain positive, engaging relationships with clients
• Serve as the contact person between clients and the financial advisor team
• Find ways to enhance client experiences and their relationships with the entire team
• Promote the Life Plan services to bring in new clients
  

What do you bring to the team:

• Passion for serving others and building and maintaining genuine relationships
• Strong desire to grow in your role
• Working knowledge of basic accounting, investment terminology, retirement plans and AML/Patriot Act requirements
• Bachelor’s degree - we will consider applicants currently working toward their degree.
  

It would be awesome if:

• You have experience working in the banking or investment industries.
  

What we bring to you:

• Team-oriented atmosphere with a focus on helping our team members grow
• Opportunities to lead within our company and positively impact clients
• Starting salary between $25,000-$35,000 per year for those meeting the minimum
  requirements. A higher salary may be considered based on your qualifications.
• Performance-based bonuses
• Paid vacation and holidays
  

You must be willing to undergo fingerprinting and a criminal background check.

This job is located in Henderson, KY.