AssociateAdvisor

ABOUT THE ROLE: 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. WHAT YOU'LL DO: - 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 WHAT YOU HAVE: - 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 - Experience with Dimensional Funds is a plus - Experience with Right Capital and Holistiplan is a plus - CFP exam passed preferred WHAT YOU GET: There's nothing more important to our success than a healthy and thriving team. Here's how we take care of you: - Competitive pay. Base starts between $80k-$100k with 15% Bonus Eligibility - 5% 401(k) match - Health insurance - Vision, dental, long-term disability, life insurance - Completely remote work and flexible schedules - Unlimited PTO Policy - Parental Leave - Root Reset Days: Take the last Friday of every month off - Lifestyle Spending Account for Wellness - Dedicated Onboarding and Training Progra