Client Onboarding Consultant

Root Financial

Client Onboarding Consultant at Root Financial handling inbound prospects for financial advisory services. Assessing fit and building trust with high-net-worth individuals through consultations.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 per yearWebsite

About the role

Key responsibilities & impact

Run 20+ Fit Calls per week with inbound prospects
Quickly assess fit based on assets, timeline, goals, and personality
Identify the specific financial pain points driving each prospect's interest
Communicate Root's value proposition with clarity and confidence
Navigate common objections around fees, investment minimums, and timing
Match qualified prospects to the right advisor based on personality, availability, and expertise
Document call notes and next steps in our CRM
Coordinate follow-up with prospects who need more time before moving forward
Disqualify non-fits with care. Every person should leave the conversation feeling heard, regardless of outcome

Requirements

What you’ll need

3+ years of experience in financial services, wealth management, or financial planning
Demonstrated ability to build rapport with high-net-worth clients
Strong working knowledge of retirement planning concepts
Experience with CRM tools (HubSpot experience a plus)
CFP designation or Series 65 preferred but not required
Experience leveraging video messaging tools (e.g., Loom) to increase engagement, build trust, and move prospects forward

Benefits

Comp & perks

Full benefits
Remote-first with occasional team gatherings

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

retirement planningfinancial planningwealth management

Soft Skills

building rapportcommunicationobjection handlingactive listening

Certifications

CFPSeries 65