Lead Financial Advisor

Root Financial; Remote; USD 400,000; Full time

Job summary

A financial advisory firm in California seeks a dedicated Financial Advisor to engage and support clients in their financial planning needs. Responsibilities include managing investments and ensuring proactive service delivery. Ideal candidates should thrive in a remote environment and demonstrate experience with Dimensional Fund Advisors. This role offers competitive pay starting at $120k, potential bonuses, and unlimited PTO. Join a supportive team focused on client success and personal growth.

Benefits

Competitive salary

Target bonus of 15%

401(k) match 5%

Health insurance

Unlimited PTO

Flexible schedules

Qualifications

• Experience helping clients reach their retirement goals.
• Ability to close warm leads that self-schedule on your calendar.
• Ready to learn and improve skills continuously.

Responsibilities

• Engage directly with clients to support their financial planning needs.
• Follow internal service schedule for proactive client service.
• Manage client investment, income, and tax strategies.

Skills

Client engagement

Financial planning

Lead closing

Dimensional Fund Advisors experience

Continuous learning

Right Capital experience

Holistiplan experience

Job description

• 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 easily articulate the value of their investment philosophy to clients
• 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 $400k+.
• Target bonus: 15% of base pay
• 5% 401(k) match.
• Health insurance.
• Completely remote work and flexible schedules.
• Unlimited PTO Policy
• 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 client service associate 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.

Equal Opportunity Statement

Root 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.