Client Onboarding Consultant

Root Financial • Encinitas, CA

3d • Remote

About The Position

Client Onboarding Consultant at Root Financial. Root Financial is a fee-only RIA that helps professionals in their 40s, 50s, and 60s retire earlier and with more confidence. They manage $2.6B for clients nationwide and have a significant online presence with over 300,000 YouTube subscribers. The company focuses on inbound leads who are already familiar with and believe in their approach. The Client Onboarding Consultant is the first point of contact for prospective clients, conducting "Fit Calls" to assess if Root is the right fit for their financial needs and goals. This role is crucial for building trust and ensuring that suitable clients are connected with the right advisors.

Requirements

• 3+ years of experience in financial services, wealth management, or financial planning
• Demonstrated ability to build rapport with high-net-worth clients
• Strong working knowledge of retirement planning concepts
• Experience with CRM tools (HubSpot experience a plus)
• Experience leveraging video messaging tools (e.g., Loom) to increase engagement, build trust, and move prospects forward
• Understanding of financial concepts such as Roth conversion, backdoor Roth, and sequence of returns risk.
• Ability to have credible conversations about money with high-net-worth individuals without relying solely on a script.
• Poise and ability to handle tough questions and skeptical clients.
• Ability to articulate Root's value proposition and why it's different.
• Organizational skills and process-orientation, including taking clean notes and following up as promised.

Nice To Haves

• CFP designation or Series 65 preferred but not required

Responsibilities

• Run 20+ Fit Calls per week with inbound prospects
• Quickly assess fit based on assets, timeline, goals, and personality
• Identify the specific financial pain points driving each prospect's interest
• Communicate Root's value proposition with clarity and confidence
• Navigate common objections around fees, investment minimums, and timing
• Match qualified prospects to the right advisor based on personality, availability, and expertise
• Document call notes and next steps in our CRM
• Coordinate follow-up with prospects who need more time before moving forward
• Disqualify non-fits with care, ensuring every person feels heard regardless of the outcome

Benefits

• Base salary: $90,000
• Variable compensation target: $60,000–$90,000 tied to qualified enrollment metrics
• OTE: $150,000–$180,000
• Full benefits
• Remote-first with occasional team gatherings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees