Everyone that becomes a member of our team, becomes a member of our family too. We’re protective of our culture and only seek the best people to invest our time & resources in.
Unparalleled training and development that empowers you with the knowledge, skills, and confidence to excel in the financial industry. Our comprehensive programs are designed to help you unlock your full potential, and equip you to achieve greatness in your career.
Get cutting-edge tools and technology that can help revolutionize the way you work, enhancing your productivity, efficiency, and overall performance. Our robust suite of advanced tools and innovative technologies empowers you to stay ahead in the rapidly evolving financial landscape.
Unlock the benefits of our streamlined systems and processes that have been finely-tuned to optimize efficiency, accuracy, and effectiveness. Experience seamless workflows and maximize your productivity as you leverage our well-established systems and processes for exceptional results.
Elevate your brand presence and amplify your marketing efforts. Borrow from our experience in crafting compelling messages, designing impactful visuals, and implementing targeted campaigns that help you stand out in a crowded and competitive financial professional landscape.
Experience transformative coaching that ignites your potential, propels your growth, and elevates your success. Our dedicated coaching programs provide personalized guidance, strategic insights, and time-tested methodologies to help you thrive as an entrepreneur and financial advisor.
Optimize your practice management and foster continuous development with our comprehensive solutions. Unlock greater efficiency, refine processes, and cultivate a thriving practice with our experienced guidance and tailored strategies for sustainable growth.
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We extend our heartfelt welcome to you because we know just getting to this point took courage.
As advocates for excellence in the financial planning industry, we are on a mission to revolutionize the way people approach their financial well-being.
We firmly believe that a warm and welcoming environment fosters growth, collaboration, and personal fulfillment – values that lie at the core of our firm.
By never forgetting who we are, we cannot fail..
At Rethink Wealth, we are not just colleagues; we are a close-knit family united by our shared passion for making a positive impact on the lives of our clients.
We strive to create an inclusive and supportive culture where every team member is valued, respected, and given the opportunity to flourish both personally and professionally.
We encourage open dialogue, embrace diverse perspectives, and celebrate the unique strengths that each individual brings to our team.
As you embark on your journey with us, you’ll find that our commitment to your success goes beyond providing top-notch training and resources.
We are dedicated to nurturing your growth, empowering you to reach your fullest potential, and guiding you every step of the way.
Together, we’ll build a legacy of trust, experience, and exceptional service, making a difference in the lives of countless individuals and families.
Join us at Rethink Wealth and experience the warmth of our team, the unwavering support of our partners, and the boundless opportunities for personal and professional advancement.
Together, let’s redefine what it means to be part of a truly welcoming and exceptional financial planning firm.
Formally a successful financial industry wholesaler, Bill Graves takes a straight-forward approach to helping clients redefine their relationships with money.
Brandt transitioned nearly a decade ago from the medical services & device industry into financial services, and has never looked back.
While specific qualifications may vary, a strong foundation in finance, economics, business, or related fields is beneficial. Key skills include analytical thinking, problem-solving, communication, and a passion for serving clients’ financial needs.
The most important skill you can develop early on is your ability to build relationships with people.
The financial services industry offers a diverse range of career paths, including financial advising, investment banking, wealth management, risk management, financial analysis, compliance, and more. It provides opportunities to work with individuals, businesses, institutions, and even specialize in specific sectors.
At Rethink Wealth, we are currently hiring for growth positions such as Financial Advisor, Wealth Management Advisor, Financial Representative, & Financial Professional.
The earning potential in the financial services industry can be lucrative, with the potential for high salaries, performance-based bonuses, and commission structures. However, it varies based on factors such as position, experience, industry segment, and individual performance.
For example, an experienced financial advisor transitioning into our firm will likely receive more competitive compensation compared to a recent college graduate.
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Work-life balance can vary depending on the specific role and company culture. While some positions may require longer hours, the industry has made strides in promoting work-life balance, providing flexibility, and recognizing the importance of well-being.
Our mentorship and coaching programs make this easy to accomplish because our firm development focus is on improving the “whole person” not just their abilities to sell or give guidance.
Yes, the financial services industry offers ample opportunities for career advancement and growth. With continuous learning, skill development, networking, and taking on new challenges, individuals can progress to higher-level roles, leadership positions, and specialized areas of expertise.
Many of our advisors have utilized our gracious “outside business activity” program to ethically, legally, and compliantly run additional businesses. This is almost unheard of across the industry, but we want our professionals to know that we support their success even if it means they become so successful chasing their dreams that they eventually leave to pursue them further.
Additionally, most of our executive leadership team started their careers as financial advisors.
Technology plays a vital role in the financial services industry, driving innovation, enhancing efficiency, and transforming client experiences. Firms increasingly leverage technology for data analytics, digital platforms, automation, cybersecurity, and providing clients with convenient access to financial services.
We go above and beyond to always ensure our advisors and financial pros have the tools and equipment to get the job done. Whether it’s intuitive cashflow management software, leading financial planning tools, and dozens of other business enablers – our advisors have an arsenal of support in and outside of the office.
Regulatory compliance is crucial in the financial services industry to protect investors, maintain market integrity, and ensure ethical practices. Firms must adhere to regulations set by organizations such as FINRA and the SEC, which govern areas like client communication, transparency, and the prevention of financial crimes.
We equip you to win by helping you automate your training, development, and learning requirements while also providing cutting edge training sessions to ensure any gaps in knowledge, skill, or understanding are closed quickly.
Rethink Wealth offers a wide range of professional development opportunities, including industry certifications, continuing education programs, workshops, conferences, mentorship programs, and internal training initiatives to enhance knowledge and skills.
Financial services professionals here at Rethink Wealth stay updated through various means, including market research, economic analysis, industry publications, professional networks, and continuous learning initiatives offered by the firm and our supporting relationships like Park Avenue Securities, The Guardian Life Insurance Company Of America, and more.
They actively monitor market trends, economic indicators, and regulatory changes to provide informed insights to our team.
Joining Rethink Wealth provides an opportunity to make a significant impact on clients’ financial well-being by helping them achieve their goals, navigate complex financial decisions, mitigate risks, and protect their future.
Building trusted relationships and providing personalized guidance is key to making a positive difference. Our training is designed to equip you with the fundamental knowledge and understanding of financial services & financial planning quickly.
Through intentional focus on helping you develop your skills, you will be equipped for a lifetime of success leading your clients to redefine the ways they handle, manage, and relate to their money and it’s meaning.
At Rethink Wealth, we specialize in facilitating swift, secure, and confidential transitions for financial advisors and professionals seeking to join our team. With our comprehensive onboarding process and vast industry experience, we help ensure a seamless transition, enabling you to hit the ground running. Rest assured that your move to Rethink Wealth will be handled with the utmost discretion, safeguarding your privacy and protecting the relationships you’ve built throughout your career.