About the role: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.
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 $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
