Treasury Advisor
Rho · NYC · $115k–$150k
The role
Rho is seeking a licensed investment adviser representative (Series 65) to serve as a fiduciary advisor to founders and executives. The role involves comprehensive financial planning, investment management, and collaboration with product and engineering teams to enhance client experience. Requires 3-7+ years of experience in wealth management and RIA environment.
- Pay
- $115k–$150k
- Location
- NYC
- Level
- Mid
- Experience
- 3+ yrs
What we know that the posting doesn’t say
- Seen todaystill listed on the employer’s careers page
- Posted 60 days agothe first time we saw it
Experience and education
- 3+ years of relevant experience
Key skills
- series 65
- investment advisory
- financial planning
- wealth management
- ria compliance
- portfolio management
- retirement planning
- tax-aware planning
- cash management
- crm systems
- digital onboarding
- fintech
- cfp
- cfa
- cpa
- pfs
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-f…
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