The Work Index by Flexa

rebel Financial

rebel Financial is a Columbus, OH-based fee-only, fiduciary financial advisor that puts people before profits.

https://rebelfinancial.com/
6.0

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Description

rebel Financial is a fee-only, fiduciary financial advisory firm located in Columbus, Ohio. They pride themselves on putting their clients' interests first, believing that all companies should be good community actors. rebel Financial provides a range of services including investment management, retirement planning, estate planning, tax planning, and college planning. They are dedicated to providing high-quality advice and services to their clients, while also striving to make their community more inclusive and economically equal.

rebel Financial is known for its commitment to technology and innovation, utilizing cutting-edge software and tools to help clients manage their finances and reach their goals. They also have a strong focus on values-based investing, allowing clients to align their investments with their personal beliefs. The company offers a variety of service levels to cater to different needs and budgets, making financial planning more accessible to a wider range of individuals.

Flexibility

rebel Financial offers flexible work schedules and allows for additional non-paid sick and vacation time, provided that you coordinate with your team leader to ensure it doesn't negatively impact the firm.

Office based

Benefits

rebel Financial offers a competitive benefits package to its employees, including a competitive base salary, a quarterly company bonus, performance compensation, and equity opportunities. In addition to these financial benefits, rebel Financial offers a QSEHRA for healthcare, matching contributions to HSA accounts, two weeks of paid vacation and one week of sick time per year with additional time provided for tenure, access to group life and disability insurance, a 401k & profit sharing plan, discounted legal and security protection, continuing education and conference reimbursement, free investment management, financial planning, estate planning and tax preparation services, student loan 529 matching, apparel subsidies, a bonusly program, and NAPFA membership for Financial Advisors/Coaches.

Mission

rebel Financial is a fee-only, fiduciary financial advisory firm committed to prioritizing people over profits. They believe in empowering individuals by providing comprehensive financial planning and investment management services that align with their values. Their mission is to create a more inclusive and economically equitable society by offering accessible and affordable financial advice, while also fostering a positive and supportive work environment for their employees.

Automation
Data-driven
Disruptor
Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability
Tech for good

Culture

rebel Financial promotes a culture of collaboration, innovation, and social responsibility. They value a positive and supportive work environment where individuals can learn and grow. They are dedicated to putting people before profits, fostering a strong sense of community and actively contributing to making society more inclusive and equitable. The company offers various perks, including gym access, a pet-friendly environment, and a bonus program, to support their employees' well-being.

Agile and dynamic
Collaborative
Engaging
Entrepreneurial
Fast-paced
Fun
Meritocratic
People-first
Progressive
Supportive
Transparent

DE&I

rebel Financial is committed to fostering a diverse, equitable, and inclusive workplace. They believe in providing opportunities for growth and advancement to all employees, regardless of background or identity, and actively work to create a positive and welcoming environment where everyone feels valued and respected. This commitment extends beyond their own staff, as they also strive to make their services accessible to all individuals, regardless of their financial means or background.

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