Private Market Specialist

Become a Private Market Specialist with Rethink & Diversify

Tired of not being able to provide comprehensive financial solutions to your clients? Too few choices to support your client's investment objectives?

R&D offers private investments and partners with third-party portfolio managers to create complete portfolio solutions with fewer headaches for everyone.

Rethink & Diversify is always looking for talented, driven, client-focused entrepreneurs to join our team.

If you fit this description, please Contact Us

Referral Agent


Benefits of Becoming a Private Market Specialist with Rethink & Diversify


Attractive income potential with commissions, profit sharing, and ownership opportunities. Enjoy one of the highest grids in the industry.


Have the ability to run your own business and provide individual attention to your clients.

Unique Investments

We offer some private investments that are not available anywhere else.


Help others learn about private investments and how to diversify their portfolio.

Portfolio Managers

Work from our selection of third-party portfolio managers to find a solution for your clients that is right for them.

Training and Support

Receive support and training from an established and experienced Exempt Market Dealer.


Reduce your client paperwork through the use of our technology platform.


Lean on the experience and talent of our existing Dealer Representatives.

Anyone can become a Private Market Specialist by completing the Exempt Market Proficiency Course at and having a good understanding of the financial industry.

The most successful Private Market Specialists have experience as:

  • Mutual fund brokers
  • Mortgage brokers
  • Insurance brokers
  • Financial Planners

To connect with an Rethink & Diversify Career Advisor, fill out the form below and someone will contact you shortly to set up a 15 minute discovery call.

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