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.
