A robust support system to help you develop as a person and a professional.

Here's what you get when you join Root:

The backing of a reputable brand.
A stream of excited, qualified potential clients sustained by a thriving automated digital funnel.
An accomplished group of down-to-earth teammates to help you grow.
A culture committed to doing what's right by our clients and who treats each other with kindness and respect.

Our clients love us. So will you.

"They have made automating my finances so easy, and talking to their team for adjustments are done promptly and with ease... I would recommend them to anyone."
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—Rachel D.

"What makes them so special is that they are concerned as much about the human side as the economic side in helping us get to where we want to be.”

—Steven D.

“Root has made such dramatic changes to our long term financial portfolio and for the first time... made my wife and I feel that we can look forward to our future retirement.”
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—David W.

"They are knowledgeable, honest, helpful and everything we hoped for when planning our retirement. We gladly recommend them to anyone who asks.”
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—Kelly F.

Good people are lining up to work with Root. Help us serve more clients.

With Root you'll reap the rewards of a finely-tuned automated acquisition funnel.

Our seasoned content team produces multiple segments garnering hundreds of thousands of views and listens. Every week dozens of leads are funneled through an elegant brand and marketing system to ensure we speak with good-fit clients ready to take the next step with Root.

A proven method to win business and provide excellent client outcomes.

The Sequoia System™ is a 4-step process that makes it easy for you to engage with new leads. With our expertly crafted service model, you'll close business easier and create an excellent experience for your clients from onboarding to ongoing service.

A happy team makes happy clients.

Openings:
—Analyst
—Associate Advisor

There's nothing more important to our success than a healthy and thriving team. Here's how we take care of you:

Competitive pay:
$72k base comp for Analyst
$85k base comp for Associate Advisor
Target Bonus: 15% - 20% of base pay
Contribution to Long-Term Incentive Plan based on firm growth.
5% 401(k) match.
Health insurance.
Vision, dental, long-term disability, life insurance.
Completely remote work and flexible schedules.

The nitty gritty.

What you'll do:

Attend every prospect and client meeting with your Lead Advisor
Take notes during the meeting to document key updates and planning points
Draft follow-up emails to send to clients and schedule follow-up tasks for advisors and clients to ensure everything is completed
Work with the Lead Advisor to prepare for meetings and to do financial planning work between meetings
Create financial plans using Right Capital and draft recommendations for the Lead Advisor to review
Attend weekly team meetings and one-on-one meetings with the Lead Advisor
Attend Root’s Advisor Office Hours to grow as an advisor continually

What we're looking for:

The goal of this role is to fast-track the right candidate into a Lead Advisor role within 1-3 years, where they will be directly responsible for onboarding and caring for Root clients
You should value high-caliber teammates that you can support and are hungry to learn from
Be excited to embody Root's mission and vision
1-4 years of previous Associate Advisor experience
Experience with RightCapital
You're humble, fun to work with, listen carefully, and have a passion to serve, and are a reliable team member who follows through with your commitments

Do your best work with one of the fastest-growing RIAs in the industry.

A robust support system to help you develop as a person and a professional.

A happy team makes happy clients.

The nitty gritty.

Take your career to the next level.