At Rethink Wealth, we’re more than a financial services firm we’re a community built on collaboration, leadership, and growth. We believe in empowering both our clients and our advisors to achieve lasting success.
We’re seeking driven and experienced Financial Advisors who want to take the next step in their career. This role is ideal for those who not only want to build and grow a thriving practice but also have the vision to step into leadership and inspire others along the way.
What We Offer:
- A collaborative culture that fosters teamwork and shared success
- Leadership development programs designed to grow advisors into leaders
- Competitive compensation and growth opportunities
- Flexibility to build your practice while gaining mentorship and resources
- A clear path to leadership roles within the firm
What We’re Looking For:
- Licensed and experienced Financial Advisors (Series 7, 65/66, Life & Health preferred)
- Entrepreneurial mindset with the drive to build and expand a client base
- Strong communication and relationship-building skills
- A passion for helping others achieve financial clarity and success
- Desire to grow into leadership and mentor other advisors
If you’re ready to elevate your career, expand your practice, and grow as a leader, we’d love to connect with you.
Education/Experience:
- College degree or equivalent work experience
- SIE, FINRA 7, 66 certifications preferred
- Life License and Accident & Health License preferred
- 3-5 years Financial Advisor Experience; Previous Management experience is a bonus
- Demonstrated background and success in firm building and recruitment is a bonus
Candidate must be a US Citizen or Green Card holder
Competencies:
Customer focus – is a fundamental belief that one’s role at Guardian is to help or serve customers (Internal and External) and meet their needs. At lower levels this includes working with customers in ways that produce customer satisfaction whereas at higher levels it involves supporting and/or creating a customer-focused environment.
Respect for Diversity - is the consideration for individuals from different backgrounds or ethnic groups (e.g. race, religion, gender, disability, sexual orientation, age, lifestyle, heritage, and culture) and the ability to work effectively with others in a diverse organization. At higher levels it involves supporting or creating an environment which promotes diversity and appreciates the balance between work and life.
Demonstrating initiative – is the extent to which an individual proactively addresses situations or opportunities as opposed to simply reacting to problems and assignments. It includes identifying obstacles and taking action to address current and future challenges and opportunities.
Drive toward improvement – is the capacity to be energized and excited by challenging goals and a concern for surpassing a standard of excellence. It is reflected in a true sense of competitiveness and a drive for results. At its highest levels, it is exhibited through a strong desire to achieve sustainable business results over the short-and long-term, despite adversity.
Holding people accountable – is the ability and willingness to be direct in appropriate circumstances. It implies the intent to make others comply with one’s wishes where personal power or the power of one’s position is used appropriately, with the long-term good of the organization in mind.
Impact and influence – are the ability to define and articulate and idea or plan in a compelling manner in order to make a specific impression on others. It includes harnessing an understanding of one’s audience to win support for a proposed initiative and generating enthusiasm for new ideas.
Self-assurance – is the belief in one’s ability to accomplish a task or complete a course of action. It includes having the level of confidence that enables one to take on challenges and express new ideas.
Team facilitation – involves having the ability to create an effective team environment, providing a sense of cohesiveness, identity and purpose to a work group, which helps to inspire motivation among its members toward a common goal. At its highest level, it means resolving conflict in a constructive way, through dialogue and, when necessary, direct facilitation.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to Commute:
*****PLEASE NOTE****
WE ALSO HAVE OFFICES LOCATED IN DFW, GRAPEVINE, HOUSTON AND AUSTIN,
