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