Associate Financial Advisor

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 AdvisorDetermine which types of accounts to open for clientsActively communicate with clients to request documentation, answer questions, follow up after meetings, etcProvide 401k recommendations for clientsBecome an expert in Right Capital, Holistiplan, our CRM and other softwaresProvide unparalleled service to clients and Root team membersWhat you have:Excellent communication and interpersonal skillsStrong problem-solving and analytical skillsThe ability to work autonomously and also as part of a teamA positive and enthusiastic attitude2-5 prior years of experience in the financial planning industryExperience with Dimensional Funds is a plusExperience with Right Capital and Holistiplan is a plusCFP exam passed preferredWhat 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 Eligibility5% 401(k) matchHealth insuranceVision, dental, long-term disability, life insuranceCompletely remote work and flexible schedulesUnlimited PTO PolicyParental LeaveRoot Reset Days: Take the last Friday of every month offLifestyle Spending Account for WellnessDedicated Onboarding and Training ProgramEqual Opportunity StatementRoot Financial is an equal opportunity employer. We welcome applicants of all backgrounds and identities and do not discriminate based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other legally protected status.If you need assistance or accommodation due to a disability, please contact us as part of your application process.