Client Onboarding Consultant

Root Financial • Encinitas, CA

22h • Remote

About The Position

Root Financial is a fee-only RIA helping professionals in their 40s, 50s, and 60s retire earlier and with more confidence. We manage $2.6B for clients and have a large financial planning audience. We do not cold call; prospects reach out to Root already knowing who we are and believing in our approach. The Client Onboarding Consultant is the first human conversation a prospective client has with Root, running the Fit Call to understand the prospect's situation, goals, and whether Root is a good fit. This is a trust-building role, speaking with individuals typically in their 50s or early 60s who have accumulated significant assets and are making a major financial decision. The consultant assesses fit, communicates Root's value proposition, and hands off qualified prospects to advisors. The role is crucial for Root's high close rate on properly enrolled prospects.

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

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 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