The nitty gritty.

What we're looking for:

• Someone obsessed with our clients' well-being and ability to maximize what they’ve worked so hard for

• Thrive in a fast-paced environment

• Experience helping clients reach their retirement goals

• Ability to close warm leads that self-schedule on your calendar

• Experience with Dimensional Fund Advisors and can articulate the value of their investment philosophy straightforwardly to clients

• Certified Financial Planner

• Ready to learn—we continually strive to improve our skillset to deliver the best possible experience to clients

• Bonus points:  Right Capital and Holistiplan experience

What you'll do:

• Engage directly with clients to best support their financial planning needs

• Follow Root’s internal service schedule to delight your clients through proactive service and attentiveness to their needs

• Work relentlessly to earn clients’ trust

• Oversees client investment, income, and tax strategies, utilizing Root’s proprietary processes to meet all necessary needs and actions

A happy team makes happy clients.

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 at $120k with clear path to $200k+.

• Target bonus: 25% of base pay.

• Contribution to Long-Term Incentive Plan based on firm growth.

• 5% 401(k) match.

• Health insurance.

• Vision, dental, long-term disability, life insurance.

• Completely remote work and flexible schedules.

A Robust Support System.

Here's what you get when you become a Root financial advisor:

• The backing of a reputable brand.

• A stream of excited, qualified leads sustained by a thriving automated digital funnel.

• Support from an associate advisor and operations assistant to keep you focused on what you do best.

• An accomplished group of down-to-earth advisors to help you develop as a professional.

• A team who does what's right by our clients and treats each other with kindness and respect.