Financial Coach (not actively hiring, but always open to exploring

Job Description

Salary: $40,000-$50,000 + Benefits + Bonus ($2,000-10,000)/yr

Why Choose Us?

At rebel Financial, we challenge the traditional model of financial firms by prioritizing people before profits and delivering financial and investment excellence. As a values-driven social enterprise, we foster a collaborative, small-business environment where you can make a meaningful impact on people's financial liveswhile growing your own career.

We leverage cutting-edge technology and best-in-class tools like Advyzon, eMoney, and HubSpot, giving our team the infrastructure to deliver high-quality, personalized advice. If youre a motivated, growth-minded professional with a passion for helping others achieve financial independence, this is the place for you.

Position Overview

The Financial Coach is an entry-level gateway to becoming a Financial Advisor. In this role, youll support the advisory team by preparing client materials, conducting research, running introductory meetings, and helping guide clients through our financial planning process.

As the first point of contact for many of our clients, youll become an expert in our Simple rebel service tier while helping clients progress through our eRebel, Silver, and Gold service levels.

This is a unique opportunity to develop both technical financial planning knowledge and the interpersonal skills required to succeed in business development and client engagement.

Key Responsibilities

Collaborate within an advisory team to support client success.

Conduct client research and prepare materials for meetings.

Run introductory appointments and serve as a main point of contact for Simple rebel clients.

Provide ongoing client service, helping clients stay on track and progress to higher service tiers.

Embrace and apply our firms investment and financial planning philosophy.

Identify and solve client challenges with creative, practical solutions.

Contribute to a positive, team-oriented culture.

Engage in business development efforts and improve your sales skills.

What Were Looking For

Education: Bachelors degree required; focus in Financial Planning or Business preferred.

Certifications: Series 65 and/or CFP designation preferred (or willingness to obtain).

Experience: Prior experience in financial services, customer service, or sales is strongly preferred.

Skills:

Strong organizational, analytical, and problem-solving abilities.

Excellent written and verbal communication.

Comfortable working in a fast-paced, collaborative environment.

Proficiency with Microsoft Office and Google Workspace.

Passionate about helping others succeed financially.

Open to growth in both technical knowledge and client-facing skills.

Note: This role requires both technical financial knowledge and a willingness to grow your interpersonal and sales capabilities. If sales isnt a fit for you, we also offer a paraplanning career track.

Join Our Team

Whether youre just starting out or pivoting into financial advisory, this role is designed to help you build a strong foundation and chart your course toward becoming a full-fledged Financial Advisor.

Coach today, advise tomorrowyour career in finance starts here.

Full-time