Root Financial Partners · 7 hours ago
Lead Advisor
Encinitas, CA
Full-time
Remote
Senior Level, Lead/Staff
$120K/yr - $200K/yr
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Responsibilities
Engage directly with clients to best support their financial planning needs
Follow Root’s internal service schedule to delight your clients through proactive service and attentiveness to their needs
Work relentlessly to earn clients’ trust
Oversees client investment, income, and tax strategies, utilizing Root’s proprietary processes to meet all necessary needs and actions
Qualification
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Required
Someone obsessed with our clients' well-being and ability to maximize what they’ve worked so hard for
Thrive in a fast-paced environment
Experience helping clients reach their retirement goals
Ability to close warm leads that self-schedule on your calendar
Experience with Dimensional Fund Advisors and can articulate the value of their investment philosophy straightforwardly to clients
Certified Financial Planner
Ready to learn—we continually strive to improve our skillset to deliver the best possible experience to clients
Preferred
Right Capital and Holistiplan experience
Benefits
Target bonus: 25% of base pay.
Contribution to Long-Term Incentive Plan based on firm growth.
5% 401(k) match.
Health insurance.
Vision, dental, long-term disability, life insurance.
Completely remote work and flexible schedules.
Company
Root Financial Partners
Root Financial Partners specializes in providing advice for financial decisions.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Conole
Founder
Company data provided by crunchbase
