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Root Financial
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Client Onboarding Consultant
NEXT STEPS
Root Financial
Encinitas, CA
L5 Senior
April 30th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Client Service Coordinator - Growth Path to CSA
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Root Financial
Encinitas, CA
Remote
L3 Junior
April 9th, 2026
Customer Service Representatives
Telemarketing Bureaus and Other Contact Centers
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Client Service Coordinator
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Root Financial
Encinitas, CA
L3 Junior
April 9th, 2026
Financial Clerks, All Other
Miscellaneous Intermediation
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Associate Financial Advisor
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Root Financial
Encinitas, CA
L5 Senior
June 7th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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Remote Client Service Coordinator — Growth Path to CSA
NEXT STEPS
Root Financial
Remote
L3 Junior
April 9th, 2026
Customer Service Representatives
Telemarketing Bureaus and Other Contact Centers
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Remote Associate Financial Advisor | Path to Lead Advisor
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Root Financial
Encinitas, CA
Remote
L5 Senior
June 20th, 2026
Personal Financial Advisors
Portfolio Management and Investment Advice
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