Careers
We're on a mission to help people get the most out of life with their money.
At Root, we think we have the best job in the world. It’s an amazing privilege to gain the trust of our clients, and everyone on our team is committed to honoring that responsibility by serving them well.
To accomplish that, we need to wake up on the balls of our feet. We invest heavily into the health and wellness of our employees because delivering on our mission isn’t possible without them.
Our goal is to grow as much as we can so we can change finance for the better. Do your best work with one of the fastest-growing RIAs in the industry and help us transform the lives of countless people.
What’s it like working at Root?
A robust support system to help you develop as a professional and do work you love. You’ll have tons of learning and mentorship opportunities with limitless of upward mobility.
Our internal training platform, Root University, helps guide your onboarding so you seamlessly integrate with our team. And have fun along the way!
A world-class
planning method.
The Sequoia System is our proven, systematic service model that keeps you focused on doing your best work for our clients.
Our step-by-step financial planning method helps keep you organized and our clients in the know as they work through the process.
The Sequoia System
- 1. Explore Meeting
- 🤝 Engagement Let’s get started!
- 2. Discovery
- ✨ Optimize We crunch numbers
- 3. Planning
- 4. Action
Top-of-the-line benefits.
5% 401(k) match, health insurance, vision, dental, long-term disability, life insurance, remote work and flexible schedules, and team gatherings.
We value kindness and respect and make it a top priority to take care of each other.
Our clients love us. So will you.
"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.
"They are knowledgeable, honest, helpful and everything we hoped for when planning our retirement. We gladly recommend them to anyone who asks.”Kelly F.
“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.”David W.
"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."Rachel D.
Good people are lining up to work with Root. Help us serve more.
Our seasoned team produces multiple financial education segments garnering hundreds of thousands of views and listens. Every week dozens of people who reach out to work with us are carefully screened, helping ensure we speak with those who align with our values and are excited to take the next step with us.
Open roles.
Join an exciting, fresh, and fast-growing team.
We encourage a culture of striving for excellence and continued self-improvement. Our goal is nothing short of completely disrupting the financial industry for the better. Let’s get started.
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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 articulate the value of their investment philosophy straightforwardly 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
Compensation:
- Base starts at $120k with clear path to $250k+
- Target bonus: 25% of base pay
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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
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
Compensation:
- Competitive pay: Base starts at $72k-$85k
- Target bonus: 15-20% of base pay
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What we’re looking for:
- 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+ prior years of experience in the financial planning industry
What you’ll do:
- Helping our clients with their questions and concerns
- Helping clients open accounts, transfer money, and handle service-related requests
- Resolving issues quickly and efficiently
- Providing excellent customer service at all times
- Working with a team of friendly and supportive colleagues
- Having the opportunity to make a real difference in the lives of our clients
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If you’re a passionate professional who connects with our mission but nothing fits your skillset today, we’d still love to connect. We’ll keep you in the loop about future opportunities as our team grows.
Apply Here