Treasury Advisor

Job description

About Us Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books – all in one connected platform backed by real human support. ABOUT THE ROLE Rho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. This role combines fiduciary financial advice with the speed and innovation of a fintech platform. The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience. WHAT YOU’LL DO - Serve as a fiduciary advisor to individuals, founders, executives, and business owners. - Conduct comprehensive financial planning, investment, retirement, tax-aware, and cash management discussions. - Develop and maintain long-term client relationships through proactive advice and exceptional service. - Deliver personalized investment recommendations aligned with clients' goals and risk tolerance. - Partner with banking, treasury, lending, and product teams to provide holistic financial solutions. - Educate clients on digital wealth management tools and fintech capabilities. - Maintain accurate client records and ensure compliance with SEC, RIA, and internal policies. - Stay current on financial markets, investment strategies, regulatory developments, and fintech innovation. - Identify opportunities to improve client experience through technology and process enhancements. - Support business development initiatives through referrals, partnerships, and educational events. QUALIFICATIONS REQUIRED - Active Series 65 license (or equivalent qualification as an Investment Adviser Representative). - 3–7+ years of experience in wealth management, financial planning, or investment advisory. - Experience working within a Registered Investment Adviser (RIA). - Strong knowledge of investment products, portfolio construction, retirement planning, and financial planning. - Excellent relationship management and communication skills. - Ability to thrive in a fast-paced, technology-driven environment. PREFERRED - Experience working at a fintech, digital wealth platform, neobank, or financial technology company. - CFP®, CFA®, CPA/PFS, or other advanced financial planning designation. - Experience advising founders, startup executives, or small business owners. - Familiarity with CRM systems, digital onboarding, portfolio management platforms, and financial planning software. - Knowledge of banking, treasury management, and cash management products. Our people are our most valuable asset. The base salary for this role is $115,000 - $150,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.