Management Opportunities

Your Financial Planning Firm

Are you looking to make a difference in peoples’ lives and build a meaningful career? At LifePlan Investments we can help you build and advance your career to the next level.

Why Build Your Career with LifePlan Investments?

Here are the Top 5 Reasons to Work with us.

1) Advisor Development

Take on a journey to explore a new way of learning:

  • Customized on boarding program
  • Great career growth opportunity within the company for Advisors.
  • One-on-one coaching and CFP mentoring
  • Workshops and in-class training
  • Online learning platforms: HPN University courses, Webinars, CE credits
  • Business management training
  • Education scholarships (CFP, CLU, CHS, EPC, RRC, CIM, others)

Another great advantage of being part of LifePlan Investments is having our dedicated staff help you manage and run your day-to-day business. You will have all the time to focus on building a long-lasting relationships with clients based on trust and integrity.

In return, you will receive industry-leading compensation, bonuses, rewards and recognition programs.

Succeed with a mentor. You will receive 360-degree mentorship - as your LifePlan Mentor will help build and plan your most valuable skills, and help you live a life of significance to give back to community in more ways than one.

2) Client First Approach

At LifePlan Investments, we specialize in offering comprehensive, customized solutions carefully structured around your goals and aspirations - from insurance and investments to retirement, business, tax and estate planning. Our services are varied. But our commitment to Build. Plan. Protect. is unwavering.

Our goal is to provide Unbiased, Transparent, Professional, Yet Simplified Financial Planning Solutions with the help of advanced technology platform and analytics tools such as AI, Blockchain and more.

3) Technology

We use advanced technology and cutting-edge CRM software to build and maintain our clients' portfolios.

My LifePLanApp : Industry-revolutionary App for clients and advisors

  • Allows advisors to assess client’s financial needs and to provide a brief analysis on the spot.
  • Provides with the main steps for transparent financial planning.
  • Creates a clear picture of a client’s financial situation based on the information provided.
  • Easily accessible from and compatible with any device.
  • Maintains clients’ information by complying with all privacy regulations.

4) Community Involvement

Raising and improving financial literacy within the community. We build partnerships with non-for profit and community organizations that bring positive changes to peoples’ lives. We provide our skills, resources and volunteer our time to help resolve community issues. We place prime focus on our advisors, our employees and their families' well-being. Beyond the basic amenities, this includes fitness programs, scholarships, and volunteering efforts to help mankind and people in need.

5) Expertise

The finest management and leadership expertise in the industry. Certified Financial Planners, with over two decades of experience, help advisors and their clients to develop a tax efficient investment and estate planning strategies. As a Certified Financial Planner and GAMA Award winning manager, CEO and Founder of LifePlan Investments, Ahilan (Akil) Balachandran brings a demonstrated track record for over a decade of experience in financial planning and wealth management. He can develop a proprietary strategy to help people Plan, Build and Protect their wealth.

Develop your financial expertise.

Enhance your leadership.

LifePlan Investments is an energetic, diverse organization where employees are team-oriented. You will have the opportunity to work in an exciting environment supported by first-class resources and complemented by a culture that leads the industry.

We are always looking for quality people with character, drive, and talent to join us in creating the future. Want to be part of this winning team? Click here to find positions currently available.

Are you looking for

  • A fun, collegial, flexible, respectful, relaxed, team-oriented workplace?
  • A firm culture dedicated to mentoring?
  • A non-traditional but professional and friendly atmosphere?

If so, LifePlan Investments is the place for you. We strive to provide a top-tier experience in a non-traditional, relaxed, team-based environment that is both intellectually stimulating and fun. In addition, you can control your career with no pressure of meeting sales quota and grow in a professional environment.