Client Onboarding Consultant
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Job Description
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.
Responsibilities:
- 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:
- 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:
- Full benefits
- Remote-first with occasional team gatherings
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