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CALL US:
(614) 441-9605 -
EMAIL US:
career@rebelfinancial.com -
5940 Clyde Moore Dr. Suite
C Groveport, OH 43125
A total rewards approach that values your contributions.
Compensation & Benefits at rebel Financial
Build a Career — Not Just a Paycheck
At rebel Financial, we believe compensation should reward impact, growth, and long-term commitment.
Our structure combines competitive base pay, performance incentives, and opportunities for long-term ownership in the firm.
We are building a company where the people helping create the future of the firm can share in its long-term success.
Designed to attract, retain, and empower talent.
Our Total-Rewards Philosophy
Competitive Base Salaries
We offer solid base salaries designed to provide stability while supporting a performance-driven culture.
Rather than competing solely on the highest base salaries in the industry, we focus on creating balanced compensation structures that reward long-term contribution, client impact, and business development.
This allows us to maintain our mission of providing ethical, client-first financial advice while still creating meaningful career opportunities for our team.
Base salaries are supplemented with performance incentives, bonuses, and long-term ownership opportunities.
Company Bonus
Team members may be eligible for quarterly bonuses based on firm performance and progress toward company goals.
When the firm performs well and key milestones are achieved, employees share in that success through additional compensation.
This structure reinforces our collaborative culture — when the firm succeeds, the team benefits together.
Performance Compensation
Employees who contribute to business growth or play a role in converting new clients may earn additional performance compensation.
This includes:
1) Helping convert firm-generated leads
2) Supporting business development initiatives
3) Bringing in new client relationships
Team members who originate their own client relationships may receive enhanced compensation opportunities tied directly to the value they help create for the firm.
Our goal is to reward individuals who help grow the business while maintaining a strong client-first culture.
Profit Sharing & Long-Term Equity Potential
We believe the people helping build the firm should share in its long-term success.
Our compensation structure includes:
1) 401(k) profit-sharing contributions in strong years
2) Future phantom equity programs designed to reward long-term contributions
3) Potential partnership opportunities for key leadership roles
Over time, we plan to expand employee ownership opportunities and explore structures such as an Employee Stock Ownership Plan (ESOP) as the firm grows.
Our goal is to build a company where team members can participate in the value they help create.
Everything you need to feel supported at work and beyond
Core Benefits
Retirement Savings
Our 401(k) plan includes:
1) Safe Harbor matching contributions
2) A discretionary employer match of on your contributions up to 15%
3) Additional profit-sharing contributions when firm performance allows
This structure is designed to help employees build long-term financial security.
Health Coverage
We offer a comprehensive health benefits package including:
1) Group health insurance
2) Dental insurance
3) Vision insurance
4) Health Savings Account (HSA) with employer contributions
Education Support
Student-loan repayment matching (up to $200/month) and 529 college-savings matching (up to $200/month).
Paid Time Off & Sick Leave
Employees receive paid time off and sick leave, with PTO increasing based on tenure.
Long-tenured team members may earn up to eight weeks of total annual leave, reflecting our commitment to long-term careers and work-life balance.
Professional Development
Reimbursement for CFP®, CFA®, and other credentials; paid attendance at conferences and industry seminars
Lifestyle & Apparel Program
Premium company-branded clothing and casual professional options — comfort and style without the suit.
Transportation Perks
Company-owned Teslas available for tenured employees, based on merit, tenure, and availability
Memberships & Planning Perks
Paid NAPFA membership for advisors; complimentary financial, estate, and tax-planning services for employees.
We believe rewards should reflect both contribution and character
A Different Philosophy on Compensation
The financial advisory industry often focuses heavily on short-term compensation.
At rebel Financial, we believe the most meaningful careers are built through long-term growth, professional development, and shared ownership in the firm’s success.
We are looking for people who want to build something meaningful — not just maximize short-term pay.
We’re not looking for everyone — we’re looking for the right people.
Join the rebellion
If you’re ready to grow your career in a place where purpose meets profit — and where you can truly help build the future of finance — we’d love to hear from you.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures. Fiduciary & Fee-Only Financial Advisors and Planners
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