Financial Coach

Job overview

The Financial Coach role is onsite in Groveport, OH; base salary is $45,000–$60,000 per year. rebel Financial describes itself as a Certified B Corporation working to make wealth management more inclusive and accessible. The role exists as an entry point toward a Financial Advisor career, supporting clients as they build financial habits and navigate service tiers while assisting the advisory team with research, meeting preparation, introductory appointments, and ongoing client service.

What you'll do

• Collaborate with the advisory team
• research clients and prepare meeting materials
• lead introductory appointments and serve as the main contact for Simple rebel clients
• provide ongoing service and help clients progress through service tiers
• apply the firm's investment and financial planning philosophy
• identify client challenges and practical solutions
• participate in business development and develop sales skills.

What we're looking for

Skills & competencies

financial coach

financial services

client service

financial planning

wealth management

groveport oh

rebel financial

$45k–$60k/year

series 65

bachelor's degree required

client research

hybrid work options

401(k) match

student loan repayment matching

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company match
• health, dental, and vision insurance
• student loan repayment matching
• paid time off and holidays
• flexible scheduling and hybrid work options
• professional development reimbursement
• long-term career growth and equity potential.

Why this role

A bachelor's degree and Series 65 are required; CFP designation is preferred or the candidate may be willing to obtain it. The posting describes hybrid work options among the benefits, while the listing location is Groveport.

About the employer

rebel Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.