Root Financial
1 open remote positions
Root Financial is dedicated to maximizing what clients have worked hard for by focusing on their well-being.
🏖️ PTO Distribution (1 of 1 jobs with PTO data)
Unlimited PTO
1 jobs (100%)
✨ Benefits Overview (1 of 1 jobs list additional benefits)
✓
401(k)
(1)
✓
Dental
(1)
✓
Disability
(1)
✓
Health insurance
(1)
✓
Life insurance
(1)
✓
Vision
(1)
Financial Advisor
6 hours ago
Engage directly with clients to best support their financial planning needs and follow Root’s internal service schedule to delight clients through proactive service. You'll work to earn clients’ trust and oversee client investment, income, and tax strategies. You'll be the dedicated advisor for Root’s long-standing clients, deepening their experience and ensuring they receive the full value of Root’s evolving capabilities.