Associate Advisor

Root Financial•Encinitas, CA

3d•$80,000 - $100,000•Remote

About The Position

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.

Requirements

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

Nice To Haves

Experience with Dimensional Funds is a plus
Experience with Right Capital and Holistiplan is a plus
CFP exam passed preferred

Responsibilities

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