Treasury Advisor
Job Description
About Us
Rho is the modern banking platform built for the AI era. Startups and growth-stage companies can 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.
Requirements
Department: GTM
Team: Treasury