Associate Advisor
About the role:
Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. You will collaborate directly with a Lead Advisor at Root to learn our robust planning processes and begin sitting in on meetings immediately. 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 a financial 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.
What you'll do:
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
What you have:
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
What you get:
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 $75k-$95k 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
Average salary estimate
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