Join Our Team

Creating community and simplifying lives is our mission, so everyone has the opportunity to achieve what’s most important to them.


Our motto is "Two Are Better Than One."


Our protection against greed and ego.


Our commitment to stay true to our word, even if it costs us.


Our pursuit of our very best every time.


Our commitment to being ourselves in every situation.

Interested in starting a career as a financial professional?

Kickoff your career
with 49 Financial!

At 49 Financial, our entrepreneurial fast track is built to help you reach your highest potential in our industry through a transformative training program.
Open Roles


We are challengers, not skeptics.

We acknowledge problems so that we can solve them. We welcome challenges within the organization because that is how we all get better. We do not offer critiques without thoughtful solutions.

We acknowledge human dignity in pursuit of human flourishing.

We believe that everyone is someone’s hero, and we treat them that way. We believe that each individual is uniquely gifted and our aim is to cultivate those gifts so that they, and the communities around them may flourish.

We embrace a responsible mindset.

We take ownership of what happens and do not blame others. We are not victims. We are not defined by our circumstances. We control what we can; Attitude & Effort.

We do what we say we will.

We follow through on our commitments to our clients and each other.

We acknowledge our faults.

We recognize that we are all imperfect, broken individuals, each seeking continued growth. We are not defensive, but open about where we need continued improvement. We do not operate out of insecurity, but confidence that we are better together.

We fail fast.

In the pursuit of excellence, we know that we will make mistakes, but we do not allow that to paralyze us. We act, we learn, we refine. We don’t wait for change, we are the change.

We pick each other up.

When someone is down, we do not exploit them. We do not gossip. There is no room for shame. We pursue them with an “Ahava” love that seeks their restoration.

We believe in delayed gratification.

We know the work done today will pay off in the future. We focus on developing deep roots for sustainable, replicable growth in any season, not simply immediate fruit.

We endeavor to be whole persons.

We strive towards excellence by improving in all areas of life and not just business. We believe in “both, and” and do not settle for “either, or.”

We adopt an entrepreneurial mindset.

We own all the problems, and we create the solutions. We are here to drive the change we want to see, and because of this we hold ourselves to the standard of excellence and never settle for less.


Rachel Gurinsky

“I wake everyday feeling
extremely grateful for the
opportunity to serve my clients
and define success as a female in
this industry- I can honestly say I
wouldn’t want to do that
anywhere but at 49 Financial.”

Tim Rodgers

“49 Financial as a company is for
the flourishing of its clients, the
advisors, and the communities we
are a part of, which make it so
easy to wake up passionate for the
day ahead.”

Michael Wuest

“49 Financial has given me the
daily opportunity to create more
intentional relationships as clients are humbly served, advisors are
fearlessly led, and family/friends
are deeply loved.”

The habits we aim to practice.

Creating community.

We seek opportunities to invite our potential clients and colleagues to join the 49 community.

Simplifying lives.

We strive to make financial planning or becoming an advisor less complicated so that those in our community can enjoy simpler lives.

Our Office Locations


Austin Office

916 S Capital of Texas Hwy Ste. 2.100, Austin, TX 78746
(512) 387-0496


Dallas Office

14555 Dallas Pkwy Suite 100-212
Dallas, TX 75254
(214) 494-0175


Houston Office

1334 Brittmoore Rd, Suite 2610
Houston, TX 77043
(832) 301-9308


Atlanta Office

3101 Cobb Pkwy SE Suite 124
Atlanta, GA 30339
(404) 919-6710


Charlotte Office

1213 W Morehead St., Suite 508
Charlotte, NC 28208
(704) 412-1868


Jacksonville Office

Jacksonville, FL

NW Arkansas

NW Arkansas Office

5001 Founders Dr., Suite 100, Rogers, AR 72758
(479) 531-3591

Los Angeles

Los Angeles Office

860 CA-1 Suite c105
El Segundo, CA 90245
(310) 494-6919

Join 49 Financial Headquarters

 Check out the open roles within our headquarters team. Most of these positions fall into the areas of business and administrative support.

Get Started with Financial 49

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