Lead Investment Strategist

2 weeks ago


San Diego, California, United States Root Financial Partners Full time

Company Overview

Root Financial Partners stands out as one of the rapidly expanding Registered Investment Advisors (RIAs) in the nation. Our core mission is to empower individuals to maximize their financial well-being. With a client-centric approach to financial advisory, we guide our clients towards achieving their most significant financial aspirations, supported by a dedicated team of top-tier advisors and operational experts.

Position Overview

We invite you to become a part of our innovative team as a full-time Lead Investment Strategist, working remotely. In this role, you will work closely with the firm's founder to gain insights into our comprehensive planning methodologies and start engaging with clients right away. You will also leverage Root's effective digital marketing strategies, which consistently attract a steady flow of potential clients, allowing you to concentrate on delivering exceptional client service. As a Lead Investment Strategist at Root, you will be instrumental in fostering positive financial results for our clients, making this an incredibly rewarding position. We are looking for a candidate who embodies our commitment to excellence.

Key Qualifications

  • Commitment to excellence
  • Demonstrated experience as a Lead Financial Advisor
  • Certified Financial Planner (CFP) designation
  • Expertise in Retirement Planning
  • Strong analytical and problem-solving capabilities
  • Exceptional communication and interpersonal skills
  • Proven ability to cultivate and sustain relationships with clients and team members
  • Meticulous attention to detail and a dedication to precision
  • Familiarity with Dimensional Funds is advantageous
  • Experience with Right Capital and Holistiplan is beneficial


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