What are the responsibilities and job description for the 1) Financial Coach (not actively hiring, but always open to exploring mutually beneficial opportunities) position at rebel Financial?
The Financial Coach is the entry level position to becoming a financial advisor. They support the firm and it’s financial advisors by conducting client research, preparing for client meetings, and providing ongoing service and maintenance to clients. The Financial Coach serves as an in-house expert on running introductory appointments with potential clients, serving as the point of contact and advice for our Simple rebel Clients and helping with the money coaching process to help our clients progress to our eRebel, Silver and Gold client levels.
Position Responsibilities:
- Effectively work within an Advisory Team environment.
- Develop and utilize financial planning skills and expertise.
- Identify important financial planning issues and work through to build creative solutions to client problems/challenges.
- Learn and embrace rF's investment/planning approach and philosophy.
- Develop and maintain an understanding of wealth management.
- Most importantly: This is an entry level position in a technical field that also requires interpersonal and sales skills. If business development/sales scares you then you should look into our paraplanning career track.
Position Requirements:
- Direct experience working in financial services is preferred, with a minimum of experience in a professional business or customer service environment required.
- Additionally, past sales experience/success will vault you above other candidates.
- Bachelor's degree is required, with an emphasis in financial planning or business preferred.
- Currently hold Series 65 and/or a CFP® designation.
- Ability to multi-task in a fast-paced environment.
- Learns quickly and enjoys collaborating with others to meet challenges.
- Excellent organizational, analytical, critical thinking, and leadership skills.
- Excellent written and oral communication skills.
- Proficient with Microsoft Office and GSuite.
Why choose us?
At rebel Financial we "rebel" against the traditional mold for financial firms, committing ourselves to financial/investment excellence, and putting “people before profits.” We offer a small business environment with hands-on learning experience that will help you to grow your career professionally. We are on the cutting-edge of industry technology, work with some of the best financial, investment and tax planning programs, while maintaining our focus as a values-driven social enterprise. We need motivated, creative professionals to help spread the word of how we can help people achieve their financial potential.
Salary : $40,000
