Remote Associate Financial Advisor: Path to Lead Advisor
Root Financial
Encinitas, CA
- Remote job
Root Financial is seeking a full-time Associate Financial Advisor in a fully remote role. After completing our onboarding and training program, you will work with a Lead Advisor to learn planning processes and observe client meetings. You will open accounts, request documents, and provide 401k recommendations while developing expertise in Right Capital, Holistiplan, and our CRM. You will deliver exceptional service to clients and the team. #J-18808-Ljbffr Root Financial
Vacancy posted 3 days ago
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