Lead Financial Advisor

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

Proven success in sales, networking, and business development.

Compensation & Benefits

Base Salary : $85,000 $150,000, depending on experience, client base, and leadership capacity.

Additional Compensation :

Benefits Include :

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.