Are you a financial advisor, ready to move beyond the limits of traditional firms and build your own vision?
We're a veteran-led team dedicated to creating entrepreneurial success stories, especially for advisors who want to break into high-net-worth, business-owner, and advanced investment management markets. This is more than just a role at a financial services firm. It's your chance to take things to the next level, on your own terms.
Why This Team is Different:
Forget the generic marketing approach and stale support most firms offer. Here, we're about creating a brand that resonates with your unique style and connects deeply with your ideal clients. As a part of this team, you'll get:
- True Brand Development: We equip you with the tools to craft a brand that isn't just recognized—it's remembered. You'll learn high-value client engagement, niche-focused strategies, and create memorable client journeys.
- Tailored Support, Training, and Growth : Work day-to-day directly with an experienced financial advisor who is a certified international marketing pro, a Harvard DMS (digital marketing strategy) alumni, and former tax and accounting firm cofounder, a CPA and licensed business attorney, ensuring your growth is comprehensive and your client needs are met.
- Veteran-Friendly Community: Led by a U.S. Army combat veteran, our team operates on strong values and a disciplined approach. This is an environment designed for those who know the importance of mission focus and cohesive teamwork.
- Uncommon Strategies: Our approach is to debunk financial myths, educate passionately, and plan proactively across advanced levels of financial services, primarily focused on high net worth families and successful business owners. We utilize strategic blends of investment and insurance strategies to create the most meaningful impact for those we guide, with a focus on behavior management.
- Quality Solutions: We are entrepreneurs working within the entrepreneurial framework that is Rethink Wealth. We're not required to sell proprietary products, and have access to the majority of retail investment solutions and nearly all types of financial risk management solutions.
What Sets Us Apart:
Our approach goes beyond the basics. Advisors who join our team receive industry-leading, personalized marketing—built from scratch—to ensure your unique message stands out. Through our unique teaming model, you'll work directly with the team's leader, developing advanced skills that foster autonomy, mastery, and purpose in your life and career. Over the first two years, you'll define your target market and gain hands-on experience in positioning high-impact financial strategies specifically tailored to that audience, with expert guidance on crafting your own brand presence. After two years, you'll be certified to establish your own team, enter the leadership track, or continue expanding your practice with newfound expertise and independence.
You'll even learn how to position financial planning for a fee. In addition to all of this, candidates may also be eligible for:
- Subsidized Healthcare Premiums
- 401(k) With Matching Provisions
- Non-Contributory Pension
- Negotiable Grid Payout (Based On Trailing 12-Months Production)
- Supplemental Product Compensation (Years 1-4)
- Supplemental Manager Compensation (For Teams of 3+)
- Transition Support Compensation up to $50,000 (For Candidates with $10M+ AUM)
Candidate Profile:
- Licensing: Series 7/66 or Series 6/65/63
- Experience 3+ years preferred (minimum 2 years).
- Professional Designations: CFP, CPA or advanced credentials are highly valued.
- Location Requirement: Depending upon candidate
Location: Austin, Texas / Round Rock, Texas / Cedar Park, Texas / Georgetown, Texas / Pflugerville, Texas
This is where your next chapter begins. Apply now to unlock the full potential of your career with a team dedicated to supporting you every step of the way.
Job Type: Full-time
Pay: $73,547.00 - $156,315.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Statutory W2 / 1099 Contract
- Bonus opportunities
- Salary Draw + Commission
- Profit sharing
- Non-Contributory Pension
Experience:
- Financial services: 3 years (Preferred)
License/Certification:
- Series 7/66 or Series 6/65/63 (Preferred)
- Life & Health Insurance (Required)
Work Location: Hybrid remote in Austin, TX 78758