Lead Financial Advisor

rebel Financial; Groveport (OH); Vor Ort; USD 85.000 - 150.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Health, dental, and vision insurance

Student loan repayment matching

Professional development reimbursement

Complimentary financial planning services

Profit sharing and equity potential

Zusammenfassung

A financial advisory firm in Groveport, Ohio is seeking a seasoned Lead Financial Advisor. This key role requires over 10 years of experience in financial planning and managing client relationships. The ideal candidate will lead advisory strategies, mentor junior staff, and partner with investment teams, ensuring high-quality service. Competitive compensation includes a salary range of $85,000 to $150,000 plus performance-based bonuses and comprehensive benefits. A unique opportunity to contribute to a purpose-driven firm with innovative practices.

Qualifikationen

• 10+ years of experience in financial planning and client relationship management.
• Proven success in a sales, networking, and business development role.
• Strong analytical and problem-solving abilities.

Aufgaben

• Manage high-net-worth and mass-affluent client relationships, delivering fiduciary financial advice.
• Mentor junior advisors and financial coaches.
• Collaborate with the investment management team on asset allocation.

Kenntnisse

Sales success

Networking

Excellent communication

Analytical skills

Collaborative leadership

Ausbildung

Bachelor's degree in Finance or Business

CFP designation

Tools

Advyzon

eMoney

HubSpot

Jobbeschreibung

Why Choose Us

Atrebel Financial, were not just another advisory firm were a movement to rebuild finance from the inside out.

We believe that capitalism and conscience can coexist. As a Certified B Corporation, were proving that you can grow a thriving, profitable business while improving lives, empowering communities, and sharing success with the people who help build it.

Were 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 thats as modern as it is personal.

Were also educators and advocates. From Freemium, our free service model for underserved communities, to our ESG, Halal, and impact portfolios, to Gold rebel, our comprehensive Financial Planning + Wealth Management service offering, we bring purpose to every portfolio and accessibility to every client relationship.

Most importantly, were building a company with a true path to ownership one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means your contribution can translate into long‑term equity, profit sharing, and leadership opportunities.

If youre an experienced advisor who wants to do meaningful work, leverage cutting‑edge technology, and grow with a firm thats redefining wealth management this is your next chapter.

Salary: $85,000-$200,000+

Position Overview

The Lead Financial Advisor is a senior, client‑facing role for an experienced CFP professional with 10+ years in financial planning and relationship management.

Youll help drive our advisory growth strategy serving as both a trusted advisor to clients and a mentor to junior advisors and financial coaches. Youll also contribute to business development, operational improvement, and firm leadership initiatives.

This position is ideal for someone who thrives at the intersection of strategy, service, and sales who loves helping people, improving processes, and building something lasting.

Key Responsibilities

• Manage a book of high‑net‑worth and mass‑affluent client relationships, delivering comprehensive, fiduciary financial advice.
• Oversee and mentor junior advisors, support advisors, and financial coaches.
• Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy.
• Collaborate with operations to enhance workflows and improve the client experience.
• Lead or participate in business development initiatives, including networking, client acquisition, and referral cultivation.
• Contribute to firmwide process improvement, innovation, and technology adoption.
• Model leadership in client service, compliance, and company culture.
• Support and occasionally present at educational events, webinars, or client workshops.

What We’re Looking For

• Education: Bachelors degree required (Finance, Business, or related field preferred).
• Certification: CFP designation required.
• Experience: 10+ years of comprehensive financial planning and client‑relationship experience.
• Skills: Proven success in sales, networking, and business development.
• Excellent communication and presentation skills.
• Strong analytical and problem‑solving abilities.
• Collaborative leadership style with mentoring experience.
• Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.).
• Commitment to fiduciary principles and client‑first values.

Compensation & Benefits

Base Salary: $85,000 $150,000, depending on experience, client base, and leadership capacity.

• Advisors on the higher end of the range typically bring strong business‑development experience, an existing client base, and / or proven leadership results.

Additional Compensation

• Performance Compensation: $10,000 $60,000+, tied to individual production, client growth, and firm contribution.
• Company Bonus: $5,000 $25,000+, based on firm performance and profitability.
• Enhanced Compensation: Advisors bringing an existing book of clients are eligible for additional transition bonuses and phantom‑stock participation, leading to future equity opportunities.

Benefits Include

• 401(k) with company match
• Health, dental, and vision insurance
• Student loan repayment matching (up to $200 / month)
• 529 savings matching (up to $200 / month)
• Paid time off and sick leave
• Professional development reimbursement for continuing education and credentials
• Paid attendance at industry conferences and seminars
• Company‑provided NAPFA membership for advisors
• Complimentary financial, estate, and tax‑planning services
• Apparel and lifestyle program with premium company‑branded attire
• Access to company Teslas for tenured employees (first‑come, merit‑based)
• Profit sharing and long‑term equity potential

Please check out our benefits on our Careers Site.

Join Our Team!

If youre a seasoned advisor ready to join a firm that values innovation, transparency, and purpose as much as performance, wed love to meet you.

At rebel Financial, youll find more than a job youll find a platform to grow, lead, and own part of what you help create.