Associate Financial Advisor

Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. You will collaborate directly with a Lead Advisor at Root to learn our robust planning processes and begin sitting in on meetings immediately. 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 a financial 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. 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, and follow up after meetings. You will be providing 401k recommendations for clients. Become an expert in Right Capital, Holistiplan, our CRM and other softwares and provide unparalleled service to clients and Root team members.