What are the responsibilities and job description for the Associate Financial Advisor position at Root Financial?
Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. After completing a dedicated Onboarding and Training program to get you up to speed, you will collaborate directly with a Lead Advisor at Root to learn our robust planning processes and begin sitting in on client meetings. The purpose of this role is to prepare you to become a Lead Advisor at Root where you will benefit from our thriving digital marketing funnel. As an Associate advisor at Root, you'll play a pivotal role in creating positive financial outcomes for clients while focusing on Root's overarching value of service.
- Prepare for client meetings alongside your Lead Advisor
- Determine which types of accounts to open for clients
- Actively communicate with clients to request documentation, answer questions, follow up after meetings, etc
- Provide 401k recommendations for clients
- Become an expert in Right Capital, Holistiplan, our CRM and other softwares
- Provide unparalleled service to clients and Root team members
- Excellent communication and interpersonal skills
- Strong problem-solving and analytical skills
- The ability to work autonomously and also as part of a team
- A positive and enthusiastic attitude
- 2-5 prior years of experience in the financial planning industry
- Experience with Dimensional Funds is a plus
- Experience with Right Capital and Holistiplan is a plus
- CFP exam passed preferred
There's nothing more important to our success than a healthy and thriving team. Here's how we take care of you:
- Competitive pay. Base starts between $80k-$100k with 15% Bonus Eligibility
- 5% 401(k) match
- Health insurance
- Vision, dental, long-term disability, life insurance
- Completely remote work and flexible schedules
- Unlimited PTO Policy
- Parental Leave
- Root Reset Days: Take the last Friday of every month off
- Lifestyle Spending Account for Wellness
- Dedicated Onboarding and Training Program
Root Financial is an equal opportunity employer. We welcome applicants of all backgrounds and identities and do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other legally protected status.
- If you need assistance or accommodation due to a disability, please contact us as part of your application process.