Financial Planning Expert
1 day ago
Company Overview
Root Financial Partners is a rapidly growing Registered Investment Advisor (RIA) dedicated to empowering individuals to achieve their financial goals. Our mission is to provide exceptional financial planning and investment services, guided by a human-first approach that prioritizes clients' needs and aspirations.
Role Summary
We are seeking a highly skilled and experienced Lead Financial Advisor to join our dynamic team in a remote capacity. As a key member of our team, you will collaborate closely with our founder to develop and implement robust financial planning processes, serving clients with expertise and dedication. With a thriving digital marketing funnel generating a steady stream of prospective clients, you will have the opportunity to focus on delivering exceptional client service and creating positive financial outcomes.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, leveraging expertise in retirement planning and investment management.
- Collaborate with the founder to refine and improve our financial planning processes, ensuring exceptional client service and outcomes.
- Build and maintain strong relationships with clients, colleagues, and other stakeholders, demonstrating excellent communication and interpersonal skills.
- Stay up-to-date with industry developments, best practices, and regulatory requirements, applying this knowledge to enhance client services and business growth.
- Prioritize attention to detail and accuracy in all aspects of client work, ensuring the highest level of professionalism and integrity.
Requirements
- Proven experience as a Lead Financial Advisor, with a strong track record of delivering exceptional client outcomes.
- CFP certification and expertise in retirement planning, with a focus on Dimensional Funds and other relevant investment strategies.
- Excellent analytical and problem-solving skills, with the ability to navigate complex financial situations.
- Strong communication and interpersonal skills, with a focus on building and maintaining relationships with clients and colleagues.
- Ability to work independently in a remote capacity, with a high level of self-motivation and discipline.
Preferred Qualifications
- Experience with Right Capital and Holistiplan, with a strong understanding of their capabilities and applications.
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