Financial Coach

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

Key Responsibilities

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 :

Additional Compensation :

Benefits Include :

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.