Root Financial

Remote Jobs

Root Financial is committed to developing team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.

2 open rolesTeam 2-10Latest: Mar 12, 2026, 12:00 AM UTC
Financial Services
Post Date
Minimum Salary
Experience

2 Jobs

Client Service Coordinator

Root Financial

Root Financial is committed to developing team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.

Client Services Representative4 days ago
Full TimeRemoteTeam 2-10

Root Financial is seeking a motivated, detail-oriented, and enthusiastic Client Service Coordinator to join our team. This role is designed for professionals with industry experience who are new to Root and eager to expand their knowledge of our systems and processes. While this ...

HubSpotCharles SchwabFinancial ServicesAccount ApplicationsOperational Support
United States
$72K / year

Executive Assistant, Content Marketing

Root Financial

Root Financial is committed to developing team members into knowledgeable, skilled professionals. You’ll be part of a collaborative, supportive environment that values growth, learning, and career advancement. This is your opportunity to become part of a forward-thinking company and start a meaningful career in financial services.

Executive Assistant13 days ago
Full TimeRemoteTeam 2-10

This role exists to multiply Ari's output, handling the operational and creative support that slows him down today. This is not a traditional executive assistant role. You won't be managing a calendar. You'll be: Building lead magnets in HubSpot Pulling clips from long-form recor...

United States