Managing Associate

Rethink Wealth invites you to take on a role that challenges the conventional boundaries of financial guidance. As a valued member of our team, you will play a crucial part in empowering individuals to gain a comprehensive understanding of wealth and achieve financial freedom, going beyond mere asset management.

Your mission will be to empower clients by aligning their financial strategies with their values and life goals, creating a clear roadmap that celebrates financial clarity and personal fulfillment.

All while building and nurturing your own team of financial professionals.

What You'll Do :

• Client Empowerment : Cultivate deep, meaningful relationships with clients, understanding their life goals and financial aspirations in order to provide personalized advice and solutions.
• Holistic Planning : Utilize a wide range of financial tools and strategies to develop comprehensive plans that encompass all aspects of your clients' financial lives, ensuring their strategies are as unique as they are.
• Lead From The Front : You will not only lead clients, but also guide financial professionals on their journey to success.

Through this collaborative effort, you have the opportunity to build a team that supports you as you support them. This mutually beneficial dynamic contributes greatly to early successes.

Collaborative Growth : Work within a supportive team environment that values shared success, with access to mentorship from seasoned professionals and opportunities for collaboration that foster professional growth and innovation.

What You'll Bring :

• A passion for redefining the financial journey of clients, focusing on holistic wealth management rather than transactional relationships.
• A deep, burning desire to build something amazing. Knowing that at times it will be challenging, but with the support of a tribe of individuals who want you to succeed.
• Proven experience in financial planning or financial services, with a keen ability to navigate complex financial situations and provide strategic solutions.
• Strong interpersonal and leadership skills, with a natural talent for building trust and rapport with clients and colleagues alike.
• A commitment to continuous improvement, both in personal and professional realms, driven by curiosity and a desire to exceed the status quo.

What You'll Get :

• A competitive base salary of $36,000 - $50,000.
• Plus a competitive compensation schedule for applicable lines of business (determined by licenses)
• Plus an opportunity to work with financial professionals and advisors on your team for pre-determined compensation known as "splits".
• Plus a long-term opportunity to unlock additional compensation through profit distribution and even progress towards partnership.

Requirements

Candidates with a minimum of 3-5 years of experience in the industry with demonstrated success are preferred for this position.

• Additionally, it is required that candidates possess the following licenses : Life & Health Insurance, SIE, Series 7.
• Possessing the Series 66 license, although optional, would be highly preferred.
• Exceptional Candidates are defined as candidates who are able to bring more than themselves to the firm. If you already have a team, a book of business, or investment block please let us know during the application.

Benefits

• Innovative Technology & Resources : Access to cutting-edge tools and resources that enhance your ability to serve clients effectively and efficiently.
• Empowering Culture : A workplace that thrives on mutual respect, continuous learning, and a shared mission to redefine wealth for our clients and ourselves.
• Competitive Compensation : A lucrative package that rewards your dedication and success, including bonuses, benefits, and opportunities for advancement.
• Commission-Based Scalability : You have the opportunity to work with clients like you always have, plus have the ability to do joint-work with your team which helps both of you.

For exceptional candidates, the opportunities may be even greater.

• 401k : A retirement savings plan that allows you to invest a portion of your salary before taxes, helping you secure a financially stable future.
• Pension : A supplementary retirement plan that provides a fixed sum of money regularly after you retire, ensuring a comfortable post-work life.
• Subsidized Healthcare : Comprehensive and affordable health insurance plans that take care of your medical needs.
• Emotional Well-being Resources and Programs : Access to support networks, counseling services, and wellness initiatives to prioritize and maintain your mental and emotional well-being.
• Hands-on Marketing Training and Development : Our marketing is tough to rival, going beyond conventional ugly websites that are always outdated.

Our Marketing Chief is a former Army Ranger, Certified Digital Marketing Professional, Professional Certified Marketer, and a Harvard Digital Marketing Strategy Course graduate.

Salary : $36,000 - $50,000