A robust support system to help you develop your skillset and your client list.

Here's what you get when you become a Root financial advisor:

The backing of a reputable brand.
A stream of excited, qualified leads sustained by a thriving automated digital funnel.
Support from an associate advisor and operations assistant to keep you focused on what you do best.
An accomplished group of down-to-earth advisors to help you develop as a professional.
A team who does what's right by our clients and 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 6-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.

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

Competitive pay. Base starts at $120k with clear path to $200k+.
Target bonus: 25% 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:

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

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

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

A robust support system to help you develop your skillset and your client list.

A happy team makes happy clients.

The nitty gritty.

Take your career to the next level.