ashby
Associate Advisor
Root Financial
Remote, USA
Full-time
Entry · 2+ years experience
Remote
USD 80000-100000 yearly / year
Discovered 1 weeks ago
Right CapitalHolistiplanCRM
Free
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Role Overview
Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. After completing a dedicated Onboarding and Training program to get you up to speed, you will collaborate directly with a Lead Advisor at Root to learn our robust planning processes and begin sitting in on client meetings. 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 an Associate 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.
Key Skills for This Role
Right CapitalHolistiplanCRM
Full Job Posting
About the role:
Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. After completing a dedicated Onboarding and Training program to get you up to speed, you will collaborate directly with a Lead Advisor at Root to learn our robust planning processes and begin sitting in on client meetings. 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 an Associate 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.
What you'll do:
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, follow up after meetings, etc
Provide 401k recommendations for clients
Become an expert in Right Capital, Holistiplan, our CRM and other softwares
Provide unparalleled service to clients and Root team members
What you have:
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