Company Description
As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations professionals committed to achieving this mission.
Role Description
Join our dynamic team as a full-time Lead Financial Advisor in a remote capacity. You will collaborate directly with the firm's founder to learn our robust planning processes and begin serving clients immediately. You will also benefit from Root's thriving digital marketing funnel, generating a steady stream of prospective clients each month, allowing you to focus solely on client service. As a financial advisor at Root, you'll play a pivotal role in creating positive financial outcomes for clients, making this the greatest job in the world. We seek an ideal candidate who shares this passion for excellence.
Qualifications
- Passion for excellence
- Previous experience as a Lead Financial Advisor
- CFP® certification
- Experience in Retirement Planning
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to build and maintain relationships with clients and colleagues
- Attention to detail and a commitment to accuracy
- Experience with Dimensional Funds is a plus
- Experience with Right Capital and Holistiplan is a plus