Financial Advisor

Rethink Wealth is revolutionizing the financial planning industry by prioritizing innovation, empowering advisors, and focusing on the unique aspirations and goals of our clients. We challenge traditional financial practices and champion creative, practical, and personalized strategies to foster trust and deliver exceptional service. Our dynamic culture nurtures both personal and professional growth through continuous education, mentorship programs, and access to cutting-edge resources.

At Rethink Wealth, we are committed to transforming the financial planning experience for both advisors and clients, creating a supportive community that inspires success.

We are seeking a Financial Advisor for a full‑time hybrid role based in the Austin, Texas Metropolitan Area, with opportunities for some remote work.

• Meet with clients to discuss financial goals and objectives.
• Assess client financial needs and current circumstances.
• Conduct financial analysis to develop tailored investment and retirement strategies.
• Recommend appropriate solutions based on client goals and risk tolerance.
• Stay informed about financial trends, products, and regulatory updates.
• Build and maintain lasting relationships with clients based on trust and integrity.

• Expertise in Financial Planning, Finance, and Financial Advisory practices.
• Proficiency in Retirement Planning and Investment strategies.
• Strong interpersonal and communication skills to build client relationships.
• Proven ability to analyze and tailor financial strategies to meet diverse client needs.
• Detail‑oriented, organized, and capable of managing multiple tasks effectively.
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent are highly preferred.
• A bachelor's degree in Finance, Economics, Business, or related field is required.
• Proficiency in financial analysis tools and software is an advantage.