Associate Advisor

Root Insurance Company

Job Overview

Location

US Remote

Job Type

Full-time

Full Job Description

📋 Description

• 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.
• 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.

🎯 Requirements

• Excellent communication and interpersonal skills.
• Strong problem-solving and analytical skills.
• The ability to work autonomously and also as part of a team.
• A positive and enthusiastic attitude.
• 2-5 prior years of experience in the financial planning industry.
• Experience with Dimensional Funds is a plus.
• Experience with Right Capital and Holistiplan is a plus.
• CFP exam passed preferred.

🏖️ Benefits

• Competitive pay. Base starts between $80k-$100k with 15% Bonus Eligibility.
• 5% 401(k) match.
• Health insurance.
• Vision, dental, long-term disability, life insurance.
• Completely remote work and flexible schedules.
• Unlimited PTO Policy.
• Parental Leave.
• Root Reset Days: Take the last Friday of every month off.
• Lifestyle Spending Account for Wellness.
• Dedicated Onboarding and Training Program.

Skills & Technologies

Junior

Remote

$80k-100k

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Root Insurance Company

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About Root Insurance Company

Root Insurance Company is a technology-powered insurance provider that offers auto, renters, and homeowners insurance. They leverage mobile technology and data analytics to offer personalized insurance rates, aiming to provide fairer pricing for good drivers. By using a mobile app to track driving behavior, Root seeks to differentiate itself from traditional insurers. The company's approach focuses on a modern, customer-centric experience, simplifying the insurance process through digital channels. They emphasize transparency and affordability, challenging conventional insurance models with their innovative, data-driven strategy. Root is committed to making insurance more accessible and equitable for consumers.

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