Treasury Advisor

The role

This role serves as a fiduciary advisor to individuals, founders, executives, and business owners. You will conduct financial planning, investment, retirement, tax-aware, and cash management discussions.

What you will 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

Required qualifications

• Active Series 65 license (or equivalent qualification as an Investment Adviser Representative)
• 5–7+ 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

Nice to have

• 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

Benefits

• equity
• healthcare benefits
• paid time off

About the company

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.