Broker Check

Financial Advisor Job Description

Financial Advisor

Rethink Wealth in DFW, Austin, and Houston TX


Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with [Firm Name] you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to add new advisors to our team who share our passion and values.

You are...

·         Passionate with a desire to help others and make a positive impact in your community.

·         An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.

·         Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with.

·         Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning

Who we are

Providing the best for clients means we need to provide our financial advisors with the support, resources, development you need to succeed and grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to grow their business their way. This means having the flexibility and choice to build your business how you envision it while helping your clients grow their wealth.

·         Tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients.

·         Objective wealth management solutions

·         Actionable practice management insights

·         Superior service and support

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. 

Be bold. Be uncommon. Be different. Step Forward, with Park Avenue Securities.

Make that first connection.

Agency of The Guardian Life Insurance Company of America, New York, NY.

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.

Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC.