Lead Financial Advisor

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.

Position Overview

TheLead 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 Were 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: $85000 $150000 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: $10000 $60000 tied to individual production client growth and firm contribution.
• Company Bonus: $5000 $25000 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.

Required Experience:

Senior IC