Financial Advisor Organization

Financial Advisor Organization and Qualifications:

We have five levels of financial advisors at rebel Financial organized into the following career path by education, experience, and tenure. This allows us to have a regimented career path for our advisors as well as providing our clients with the necessary expertise and skills to be paired with the level of service they want and the expertise they need for any particular service they hire us to complete. Below is a brief organizational flowchart, followed by a little more in-depth description of each advisor title:

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*Depending on staffing and client demand there may not always be an advisor and/or staff member in every position. However, if that is the case, a client will be assigned an advisor of the next higher experience level for their selected service level.

Senior Financial Advisor:

A senior financial advisor must have at least 10 years experience as a financial advisor with at least a Bachelors of Art or Science (BA/BS) and maintain an up-to-date Certified Financial Planner (CFP) Designation. Additionally, a senior financial advisor must have at least 5 years tenure with rebel Financial. Senior financial advisors  serve as the primary advisor to our Gold rebel clients, create, present, and implement our most complex financial plans and help our junior advisors provide the highest level of advice when needed.

Lead Financial Advisor:

A lead financial advisor must have at least 7 years experience as a financial advisor with at least a Bachelors of Art or Science (BA/BS) and maintain an up-to-date Certified Financial Planner (CFP) Designation. Additionally, a lead financial advisor must have at least 2 years tenure with rebel Financial. Lead financial advisors  serve as the primary advisor to our Silver rebel clients as well as creating, presenting, and implementing many of our more complex financial planning services.

Associate Financial Advisor:

An associate financial advisor must have at least 3 years experience as a financial advisor with at least a Bachelors of Art or Science (BA/BS) and maintain an up-to-date Certified Financial Planner (CFP) Designation.  Associate financial advisors assist more senior financial advisors in serving our higher net worth clients and serve as the primary advisor to our eRebel Clients as well as helping to create, present, and implement many of our retirement planning services.

Support Financial Advisor:

A support financial advisor must have at least a Bachelors of Art or Science (BA/BS) and be studying to attain their Certified Financial Planner ((CFP) Designation. Support financial advisors assist more senior financial advisors in serving our clients and serve as the primary advisor to our Robo and Simple rebel Clients.

Advisory Intern:

Advisory interns are college students focusing on a financial/business area of study and are potentially interested in a career as a financial advisor/planner when graduating.