Financial Coach
rebel FinancialGroveport, OH, United States- Full-time
Why Choose Us
At rebel Financial, we're redefining what it means to be a financial firm. We put people before profits-empowering clients to achieve financial independence while building a company culture that values collaboration, growth, and purpose.
As a Certified B Corporation® and values-driven social enterprise, we combine the personal touch of a small business with the sophistication of a modern advisory firm. Our advisors leverage cutting-edge tools like Advyzon, eMoney, and HubSpot to deliver exceptional client experiences and data-driven financial guidance.
If you're a motivated, growth-minded professional who's passionate about helping others build a better financial future-this is the place for you.
Position Overview
The Financial Coach role is an entry-level gateway into a rewarding career as a Financial Advisor. You'll be the first point of contact for many of our clients, guiding them through our Simple rebel service tier and helping them progress to more advanced levels like eRebel, Silver, and Gold.
In this position, you'll support the advisory team by preparing client materials, conducting research, leading introductory meetings, and ensuring clients stay on track with their financial goals. This role blends technical financial training with relationship-building-giving you the foundation to grow into a full-fledged Financial Advisor.
What We're Looking For
- Education : Bachelor's degree required; focus in Financial Planning or Business preferred.
- Certifications : Series 65 required
CFP® designation preferred (or willingness to obtain)
Strong organizational, analytical, and problem-solving abilities.
Key Responsibilities
Note : This role requires both technical financial knowledge and a willingness to grow your interpersonal and sales capabilities.
Compensation Overview
This position offers a starting base compensation range of approximately $37,500 - $55,000, depending on experience, licensing, and readiness to engage in client development.
Additional compensation growth is available as you progress within the firm and advance into Support Advisor and Financial Advisor roles.
Please check out our benefits on our Careers Site.
Join Our Team!
Whether you're 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 tomorrow-your career in finance starts here.
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