Financial Coach

rebel Financial; Groveport (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Student loan repayment matching

Paid time off and holidays

Flexible scheduling and hybrid work options

Professional development reimbursement

Long-term career growth and equity potential

Job summary

A progressive financial firm in Groveport, Ohio is looking for an entry-level Financial Coach to support clients in building healthy financial habits. This role requires a Bachelor's degree and Series 65 certification, with a strong emphasis on skills like communication and organization. You'll conduct research, prepare client materials, and facilitate introductory meetings. The firm offers a competitive salary of $45,000 – $60,000 and a range of benefits, including 401(k) matching and professional development opportunities. Join us to make finance more human.

Qualifications

• Bachelor's degree is required.
• Series 65 certification is required; CFP® preferred.
• Prior financial services, customer service, or sales experience preferred.

Responsibilities

• Collaborate with the advisory team to support client success.
• Conduct client research and prepare materials for meetings.
• Run introductory appointments and serve as the main contact for Simple rebel clients.
• Provide ongoing client service, helping clients stay on track.
• Identify and solve client challenges with creative solutions.

Skills

Strong organizational and analytical abilities

Excellent written and verbal communication

Comfortable in a fast-paced, collaborative environment

Proficient in Microsoft Office and Google Workspace

Passion for helping others achieve financial success

Openness to growth in both technical knowledge and client interaction

Education

Bachelor’s degree (Financial Planning or Business preferred)

Job description

Why Choose Us

At rebel Financial, we’re not just redefining what a financial firm looks like — we’re rebuilding the system from the inside out.

We believe wealth management should empower people at every level, not just the wealthy few. That’s why we’ve built a Certified B Corporation® that blends purpose and profit — combining the innovation of a fintech startup, the mission of a social enterprise, and the long‑term opportunity of a growing private firm.

We serve clients others overlook — from young professionals to underserved communities — through programs like Freemium, our free service level, and values‑based investing that aligns money with meaning, including ESG, Halal, and impact‑driven strategies.

We’re also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi‑custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience that’s as modern as it is personal.

But the biggest reason to join us? Long‑term Opportunity. We’re building a firm where future leadership and broad‑based equity will be shared among the people who help us grow — a company designed to evolve into one‑third partner‑owned, one‑third employee‑owned, and one‑third cooperative in spirit.

If you want to make finance more human, technology more ethical, and opportunity more inclusive — while growing your career with real long‑term upside — rebel Financial is where you can do it.

Position Overview

The Financial Coach role is your entry point into a fulfilling career as a Financial Advisor. You’ll be the first point of contact for many of our clients, helping them build healthy financial habits and guiding them through our service tiers — from Simple rebel to eRebel, Silver, and Gold.

In this role, 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. You’ll gain technical training, client relationship experience, and a direct pathway toward advisory advancement.

This is an ideal opportunity for someone who’s passionate about helping others, eager to learn, and motivated to grow within a purpose‑driven firm.

What We’re Looking For

• Education: Bachelor’s degree required (Financial Planning or Business preferred).
• Certifications: Series 65 required; CFP® designation preferred (or willingness to obtain).
• Experience: Prior financial services, customer service, or sales experience strongly preferred.
• Skills:
  • Strong organizational and analytical abilities
  • Excellent written and verbal communication
  • Comfortable in a fast‑paced, collaborative environment
  • Proficient in Microsoft Office and Google Workspace
  • Passion for helping others achieve financial success
  • Openness to growth in both technical knowledge and client interaction

Key Responsibilities

• Collaborate with the advisory team to support client success.
• Conduct client research and prepare materials for meetings.
• Run introductory appointments and serve as the main contact for Simple rebel clients.
• Provide ongoing client service, helping clients stay on track and advance through service tiers.
• Embrace and apply our firm’s investment and financial planning philosophy.
• Identify and solve client challenges with practical, creative solutions.
• Contribute to a positive, team‑oriented culture.
• Participate in business development and improve your sales skills.

This role blends financial acumen with relationship‑building — ideal for someone who wants to master both.

Compensation & Benefits

Base Salary: $45,000 – $60,000, depending on experience, licensing, and client development readiness:

• Entry‑level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards CFP® designation.
• Experienced candidates (closer to $60,000) have strong client service or sales experience, hold their Series 65, and are close to attaining their CFP® designation.

Additional Compensation

• Company Bonus: $500 – $8,000 annually, based on firm performance and profitability.
• Performance Compensation: $500 – $10,000, based on individual performance.

Benefits Include

• 401(k) with company match
• Health, dental, and vision insurance
• Student loan repayment matching
• Paid time off and holidays
• Flexible scheduling and hybrid work options
• Professional development reimbursement
• Long‑term career growth and equity potential

As you progress within the firm, pass the CFP®, you’ll have the opportunity to advance into Financial Advisor roles, with increasing compensation and ownership potential.

Please check out more about our company on our Careers Site.

Join Our Team!

Whether you’re beginning your financial career or pivoting into a purpose‑driven advisory path, this role offers a strong foundation — not just for a job, but for a career of lasting impact.

Coach today, advise tomorrow—your career in finance starts here.