Financial Representative

Rethink Wealth | Phone Sales | Full-Cycle Sales | Commission Only | Hybrid

Welcome to the Future of Financial Planning at Rethink Wealth

Dive into a world where financial planning isn’t just about spreadsheets and percentages—it’s about breaking barriers and creating futures. We're here to guide you through a revolution in financial services, where clarity conquers complexity and innovative solutions are tailored to your unique aspirations. At Rethink Wealth, we’re not just changing the game; we’re changing lives.

We confront the challenges that plague the traditional financial industry head-on. We see a world bogged down by draconian practices and convoluted strategies that serve the industry more than the client. Our goal is to disrupt this norm by fostering a culture of innovation, where creativity and practical solutions drive our approach to financial planning.

About the Role

As a Financial Representative, you’ll participate in the full sales cycle, connecting with prospective clients by phone and helping them explore financial planning solutions tailored to their goals.

This is a hybrid, commission-only position offering the opportunity to develop your sales skills while contributing to a team focused on transforming the financial planning experience.

Compensation: $30,000–$70,000 per year in potential earnings, based on commission and sales performance.

A Culture of Growth and Innovation

We're creating an environment that nurtures not only professional growth but personal development. Our team is at the heart of our mission. They are the innovators, the thinkers, and the dreamers who push boundaries and challenge conventional wisdom. Together, we believe we can transform the experience of financial planning, making it as empowering for the advisor as it is for the client.

It's not just a workplace; it's a community where every advisor’s dream has the support to become a reality. We understand that to truly serve our clients, we must first serve our team, providing them with the tools, knowledge, and freedom they need to grow and succeed. Our strategy includes continuous education, mentorship programs, marketing you've only seen in your dreams, and a supportive network that encourages taking risks and thinking outside the box.

Our Approach to Financial Planning

Our clients benefit from our holistic and uncommon approach to financial planning, which integrates their personal goals with innovative financial strategies. We're dedicated to building lasting relationships based on trust, integrity, and unmatched support.

Who Should Apply?

Experience Level: Entry level or above.

Requirements:

• Must be authorized to work in the United States.

• Must be 18 years of age or older.

• Must have reliable transportation.

Join the Rethink Wealth Revolution

If you're an advisor weary of the status quo, or someone seeking a genuine, insightful partnership to navigate your financial journey, Rethink Wealth invites you to join our revolution. Let's collaborate to create solutions that not only meet but exceed expectations.