rebel Financial · 2 months ago
Lead Financial Advisor
Groveport, Ohio, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years exprebel Financial is a movement to rebuild finance from the inside out, focusing on combining capitalism with conscience. They are seeking a Lead Financial Advisor to drive their advisory growth strategy, serve as a trusted advisor to clients, and mentor junior advisors while contributing to business development and operational improvement.
AccountingFinancial ServicesRetirement
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
Qualification
Required
CFP® designation required
10+ years of comprehensive financial planning and client-relationship experience
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
Preferred
Bachelor's degree in Finance, Business, or related field preferred
Benefits
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
Company
rebel Financial
Rebel Financial specializes in retirement planning, college planning, tax planning and preparation, and investment management services.
11-50 employees
H1B Sponsorship
rebel Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase