Root Financial Partners · 1 day ago
Financial Advisor
San Diego, CA
Full-time
Remote
Senior Level, Lead/Staff
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Responsibilities
Collaborate directly with the firm's founder to learn robust planning processes and serve clients immediately.
Benefit from Root's thriving digital marketing funnel, generating a steady stream of prospective clients each month.
Create positive financial outcomes for clients.
Qualification
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Required
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
Preferred
Experience with Dimensional Funds is a plus
Experience with Right Capital and Holistiplan is a plus
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
