Associate Financial Advisor (not actively hiring, but always open to

Job Description

Salary: $60,000-$120,000 + Benefits + Bonus ($2,000-20,000)/yr

Why Choose Us?

At rebel Financial, were on a mission to transform the financial services industry by putting people before profits. As a values-based RIA firm, we strive for financial excellence while creating a collaborative, tech-forward, and socially conscious environment for both clients and team members.

We leverage industry-leading tools like Advyzon, eMoney, and HubSpot to streamline operations and deliver an exceptional client experience. If you're a senior financial professional who thrives in a growth-oriented, mentorship-driven environmentthis is your opportunity to lead and make a lasting impact.

Position Overview

The Associate Financial Advisor is a senior-level position, ideal for a CFP professional with over 5 years of planning experience and a proven track record in business development. In this role, you will be responsible for leading complex financial planning engagements, mentoring junior advisors, and actively contributing to firm growth through client acquisition and service excellence.

You will be a go-to expert for our eRebel and Silver-tier clients, helping them navigate advanced planning topics while also guiding and developing our Support Advisors and Financial Coaches.

Key Responsibilities

Lead client relationships and manage complex financial planning and investment discussions.

Serve as the main point of contact and advisor for eRebel and Silver-level clients.

Mentor and coach Support Advisors and Financial Coaches, contributing to their development.

Run advanced financial planning meetings and provide creative, customized solutions to client challenges.

Actively engage in business development, helping bring new clients into the firm.

Contribute to Net Worth/AUM/AUA growth while aligning with rFs planning and investment philosophy.

Support firm initiatives and continuously improve processes to enhance client outcomes.

Collaborate with the advisory team while assuming leadership responsibilities.

What Were Looking For

Certifications: Active CFP designation, held for at least 5 years.

Experience: Minimum 7 years of experience in financial planning/advisory.

Business Development: Demonstrated success in sales or business development is required; documentation may be requested during the hiring process.

Education: Bachelors degree required, with preference for Financial Planning or Business majors.

Core Skills & Traits:

Advanced financial planning and wealth management expertise.

Excellent communication, leadership, and mentoring abilities.

Strong organizational, analytical, and problem-solving skills.

Comfortable in a fast-paced, collaborative advisory environment.

Proficient in Microsoft Office and Google Workspace (G Suite).

Familiarity with planning and CRM platforms such as eMoney, Advyzon, and HubSpot is a plus.

Lead the Future of Financial Planning

As an Associate Financial Advisor at rebel Financial, you'll take the lead in both client relationships and internal team development. This is more than a jobits a chance to be a key player in a firm thats doing things differently.

Lead today, shape tomorrowyour leadership in finance starts here.

Full-time