What are the responsibilities and job description for the Financial Representative position at Rethink Wealth?
Company Description
At Rethink Wealth, we’re not just financial representatives — we’re partners in helping individuals, families, and business owners build lives of purpose, security, and abundance.
We challenge the status quo of traditional financial planning by offering values-driven, fully customized strategies that align with our clients’ goals — not just their portfolios. Whether you're growing your wealth, protecting your business, or preparing for retirement, we bring clarity, confidence, and intention to every financial decision.
Our team is powered by collaboration, driven by impact, and focused on delivering lasting results. Through advanced planning strategies, modern tools, and relationship-first service, we help our clients rethink what’s possible — and achieve it!
Our Specialties:
Comprehensive Financial Planning
Wealth Building & Asset Protection
Investment Strategy & Management
Business & Exit Planning
Tax-Efficient Strategies
Legacy & Estate Design
Who We Are for:
Driven individuals, visionary business owners, and professionals who value expert guidance with a personal touch.
Join Us:
Whether you're a client seeking clarity or a professional seeking a purpose-driven career, Rethink Wealth is where strategy meets significance.
Role Description
This is a full-time hybrid role for a Financial Representative located in the San Antonio, Texas Metropolitan Area. The Financial Representative will be responsible for day-to-day tasks including developing personalized financial plans, providing investment advice, managing client portfolios, and offering insurance solutions. The role involves combining in-office work with the option to work from home.
Qualifications
At Rethink Wealth, we’re not just financial representatives — we’re partners in helping individuals, families, and business owners build lives of purpose, security, and abundance.
We challenge the status quo of traditional financial planning by offering values-driven, fully customized strategies that align with our clients’ goals — not just their portfolios. Whether you're growing your wealth, protecting your business, or preparing for retirement, we bring clarity, confidence, and intention to every financial decision.
Our team is powered by collaboration, driven by impact, and focused on delivering lasting results. Through advanced planning strategies, modern tools, and relationship-first service, we help our clients rethink what’s possible — and achieve it!
Our Specialties:
Comprehensive Financial Planning
Wealth Building & Asset Protection
Investment Strategy & Management
Business & Exit Planning
Tax-Efficient Strategies
Legacy & Estate Design
Who We Are for:
Driven individuals, visionary business owners, and professionals who value expert guidance with a personal touch.
Join Us:
Whether you're a client seeking clarity or a professional seeking a purpose-driven career, Rethink Wealth is where strategy meets significance.
Role Description
This is a full-time hybrid role for a Financial Representative located in the San Antonio, Texas Metropolitan Area. The Financial Representative will be responsible for day-to-day tasks including developing personalized financial plans, providing investment advice, managing client portfolios, and offering insurance solutions. The role involves combining in-office work with the option to work from home.
Qualifications
- Skills in Financial Planning and Retirement Planning
- Knowledge of Insurance and Finance
- Experience with Investments
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Certified Financial Planner (CFP) designation or related accreditation is a plus
