Client Onboarding Consultant

Job Summary

To support a growing financial practice, the full-time Client Onboarding Consultant will conduct 20+ Fit Calls weekly with inbound prospects, assessing their needs and matching them with the right advisors in a remote setting.

Key responsibilities

• Run Fit Calls to evaluate prospects based on their financial goals and needs
• Communicate Root's value proposition and address common objections effectively
• Document call notes and coordinate follow-up actions in the CRM system

Required qualifications

• 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, with HubSpot experience preferred
• CFP designation or Series 65 preferred but not required