Lead Financial Advisor

Root Financial•Encinitas, CA

1d•$120,000 - $400,000•Remote

About The Position

What we're looking for: 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 Certified Financial Planner 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 Revenue share: 0-20% 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. 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.

Requirements

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
Certified Financial Planner
Ready to learn—we continually strive to improve our skillset to deliver the best possible experience to clients

Nice To Haves

Right Capital and Holistiplan experience

Responsibilities

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

Benefits

Competitive pay. Base starts at $120k with clear path to $400k+.
Target bonus: 15% of base pay
Revenue share: 0-20%
5% 401(k) match.
Health insurance.
Vision, dental, long-term disability, life insurance.
Completely remote work and flexible schedules.
Unlimited PTO Policy
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.