Financial Advisor

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

• Thrives 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

• CFP® professional

• 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

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

How this role is different:

• You’ll be the dedicated advisor for many of Root’s long-standing clients. These are the families who helped build Root in our early years and who may not meet today’s investment minimums, but deeply value Root’s ongoing partnership.

• Your #1 priority is to continue deepening the experience for these clients and ensure they receive the full value of Root’s evolving capabilities.

• You’ll inherit a meaningful number of existing relationships right away, no business development or prospecting required.

• You’ll act as a bridge between Root’s early client community and our next chapter of growth, helping refine systems for serving clients below our current $1M minimum.

• Once you’ve fully established a relationship with these clients, you’ll begin taking on new Root-generated clients through our existing inbound digital funnel.

• You’ll work closely with other advisors and support teams to ensure consistent planning, investment, and communication standards across all client segments.

• This is an ideal role for an advisor who thrives on long-term relationships, service excellence, and team collaboration, rather than business development or prospecting.

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 plus revenue share

• Target bonus: 15% of base pay

• 5% 401(k) match

• Health insurance

• Vision, dental, long-term disability, life 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

• 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.