Talent.com
Lead Financial Advisor
Lead Financial Advisorrebel Financial • Groveport, OH, US
Lead Financial Advisor

Lead Financial Advisor

rebel Financial • Groveport, OH, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Salary : $85,000-$200,000+

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 : $85,000 $150,000, 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 : $10,000 $60,000+, tied to individual production, client growth, and firm contribution.
  • Company Bonus : $5,000 $25,000+, 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.

    [job_alerts.create_a_job]

    Financial Advisor • Groveport, OH, US

    [internal_linking.similar_jobs]
    Associate Financial Advisor

    Associate Financial Advisor

    Hamilton Capital • Columbus, OH, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen.At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovat...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Aid Representative

    Financial Aid Representative

    Beonair Network of Media Schools • Columbus, OH, US
    [job_card.full_time]
    The BeOnAir Network is an organization that instructs students in all areas of the broadcast industry to become the next generation of media professionals. Our brand promise is “Learn from a P...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Business Director

    Financial Business Director

    Nationwide Mutual Insurance Company • Columbus, OH, United States
    [job_card.full_time]
    As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Act...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDash • Circleville, OH, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Services • Columbus, OH, United States
    [job_card.full_time]
    Financial Professional - OH, Columbus (5202) ( 250000IN ).UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland.Our network of over 4,300 financial professionals across the U.In total, Equitable Ad...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Wealth Advisor

    Associate Wealth Advisor

    CI Financial Corp. • Columbus, OH, US
    [job_card.permanent]
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...[show_more]
    [last_updated.last_updated_30]
    Financial Business Director

    Financial Business Director

    OhioX, Inc. • Columbus, OH, United States
    [job_card.full_time]
    As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Act...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Aid Services Advisor

    Financial Aid Services Advisor

    Paul Mitchell Schools • Columbus, OH, US
    [job_card.full_time]
    PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID / SERVICES LEADER.The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid appli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Energy Sales Advisor

    Energy Sales Advisor

    Navigate Power & Verde Solutions • Columbus, OH, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Are you driven by the thrill of closing deals and passionate about helping businesses thrive through cutting-edge energy solutions? Join. As part of our team, you’ll empower clients to reduce their ...[show_more]
    [last_updated.last_updated_30]
    Travel Physical Therapist (PT) - $2,224 per week in New Castle, DE

    Travel Physical Therapist (PT) - $2,224 per week in New Castle, DE

    Medical Solutions • Delaware, US
    [job_card.full_time]
    A facility in New Castle, DE is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Odessa, DE

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Odessa, DE

    CompHealth • Delaware, US
    [job_card.full_time]
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,549 to $1,698 per week in Millsboro, DE

    Travel Occupational Therapist (OT) - $1,549 to $1,698 per week in Millsboro, DE

    AMN Healthcare Allied • Delaware, US
    [job_card.full_time]
    Job Description & Requirements.Occupational Therapist - Skilled - (OT) .StartDate : ASAP Pay Rate : $1549.This position is located in Millsboro, DE, a charming town known for its welcoming comm...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - PNC Investments

    Financial Advisor - PNC Investments

    PNC • Columbus, OH, US
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Lima, Ohio

    J.P. Morgan Wealth Management Private Client Advisor - Lima, Ohio

    JPMorgan Chase • Delaware, OH, US
    [job_card.full_time]
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Wealth Advisor II

    Wealth Advisor II

    First Merchant's Bank • Columbus, OH, United States
    [job_card.full_time]
    First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor - Columbus Market

    Financial Solutions Advisor - Columbus Market

    Bank of America • Columbus, OH, United States
    [job_card.full_time]
    Financial Solutions Advisor - Columbus Market.Columbus, Ohio;Columbus, Ohio; Middletown, Ohio; Powell, Ohio.To proceed with your application, you must be at least 18 years of age.To proceed with yo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Holdings • Columbus, OH, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Advisors LLC • Columbus, OH, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_30] • [promoted]