- Passion for excellence
- Previous experience in the financial advice industry
- Experience in Retirement Planning
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to build and maintain relationships with clients and colleagues
- Attention to detail and a commitment to accuracy
- Experience with Dimensional Funds is a plus
- Experience with Right Capital and Holistiplan is a plus
Associate Financial Advisor - San Diego, United States - Root Financial Partners
Description
Company Description
As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations professionals committed to achieving this mission.
Role Description
Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. You will collaborate directly with the firm's founder and other Lead Advisors 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. Our marketing funnel generates a steady stream of prospective clients each month, allowing you to focus solely on client service. As a financial advisor at Root, you'll play a pivotal role in creating positive financial outcomes for clients, making this the greatest job in the world. We seek an ideal candidate who shares this passion for excellence.
Experience Required
We are hiring for both the Analyst position and the Associate Advisor position. Both are roles on our advisory career track and the difference comes down to experience. The Analyst role is an entry-level financial planning position that requires 0-2 years of experience. The Associate Advisor role requires 2-5 years of experience and involves more direct client advising.
Qualifications