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College Financial Representative Job Description

Financial Representative

Rethink Wealth in DFW, Austin, and Houston TX

You want flexibility. You want fulfillment. You want to be here.


Having a career that allows you to make a meaningful impact doesn’t mean you need to sacrifice earnings potential or work-life balance. For the right person, a career as a Financial Representative with The Guardian Network provides the opportunity to have it all.

In this role, you’ll be helping people protect themselves and their loved ones, by providing recommended strategies and products that help protect their financial futures and help them achieve their dreams.

You are...

·         A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed.

·         Passionate about cultivating long-term relationships to help others reach their goals.

·         Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing…

·         Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create strategies with appropriate products and services.

·         Developing and maintaining a base of clients who value your input and guidance.

·         Working with clients to keep their financial strategies current and aligned with their goals.

What we provide…

·         Development and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to begin to build your practice with us.

·         Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.

·         Mentorship and joint-work opportunities.

·         A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

·         Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.


·         Must be a US citizen or permanent resident

·         A four‐year college degree

·         Obtain appropriate insurance licensing

Who we are

Rethink Wealth is a nationwide financial planning firm focused on holistic solutions that help guide our clients on their journey to financial freedom. Our clients enjoy tailored financial coaching that encourages them to rethink the traditional concept of wealth by taking a comprehensive look at all aspects of life and defining what wealth truly means to them. Empowered with self-awareness and understanding, we help guide clients every step of the way on their path to financial freedom with progressive financial solutions that strive to work throughout their whole lives. If you're tired of the rat race, frustrated with financial advisors who have let you down, or just want to achieve financial freedom on your own terms - Rethink Wealth can serve as a powerful guide on the road ahead. 

Make that first connection.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

2022-132627 (Exp. 1/24)