Job Description

Company Description

At Rethink Wealth, we’re not just financial representatives — we’re partners in helping individuals, families, and business owners build lives of purpose, security, and abundance.
We challenge the status quo of traditional financial planning by offering values-driven, fully customized strategies that align with our clients’ goals — not just their portfolios. Whether you're growing your wealth, protecting your business, or preparing for retirement, we bring clarity, confidence, and intention to every financial decision.
Our team is powered by collaboration, driven by impact, and focused on delivering lasting results. Through advanced planning strategies, modern tools, and relationship-first service, we help our clients rethink what’s possible — and achieve it!
Our Specialties:
Comprehensive Financial Planning
Wealth Building & Asset Protection
Investment Strategy & Management
Business & Exit Planning
Tax-Efficient Strategies
Legacy & Estate Design
Who We Are for:
Driven individuals, visionary business owners, and professionals who value expert guidance with a personal touch.
Join Us:
Whether you're a client seeking clarity or a professional seeking a purpose-driven career, Rethink Wealth is where strategy meets significance.

Role Description

This is a full-time hybrid role for a Financial Representative located in the San Antonio, Texas Metropolitan Area. The Financial Representative will be responsible for day-to-day tasks including developing personalized financial plans, providing investment advice, managing client portfolios, and offering insurance solutions. The role involves combining in-office work with the option to work from home.

Qualifications

Skills in Financial Planning and Retirement Planning
Knowledge of Insurance and Finance
Experience with Investments
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Certified Financial Planner (CFP) designation or related accreditation is a plus

Job Tags

Full time, Work from home,

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Financial Representative Job at Rethink Wealth, San Antonio, TX

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