Remote Jobs at Root Financial

Root Financial

11 - 50 employees

Founded 2017

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Root Financial is a human-first financial planning firm dedicated to helping clients maximize their retirement and investment outcomes. With a focus on personalized service, Root Financial provides empathetic financial advice that is tailored to each individual’s unique goals and circumstances. As independent registered investment advisors, they prioritize clients' best interests, ensuring transparency and long-term support throughout the financial planning process.