Rho

1 week ago

Treasury Advisor

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Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a fiduciary Financial Advisor/Registered Representative, delivering modern wealth management to founders, executives, and business owners. Build long-term client relationships through comprehensive financial planning—investments, retirement, taxes, and cash management—then provide personalized recommendations aligned to goals and risk tolerance. Partner with banking, treasury, lending, and product teams to deliver holistic solutions, educate clients on digital fintech tools, and maintain compliance with SEC, RIA, and internal policies.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Serve as a fiduciary advisor to individuals, founders, executives, and business owners.
•Conduct comprehensive financial planning and cash management discussions.
•Deliver personalized investment recommendations aligned to client goals and risk tolerance.
•Maintain accurate client records and ensure compliance with SEC, RIA, and internal policies.
•Partner with banking, treasury, lending, and product teams and support business development via referrals and educational events.

Pay and Benefits

Salary: USD 115,000 - 150,000 annually

Perks:EquityHealth InsurancePaid Leave

Key Requirements

•Active Series 65 license (or equivalent Investment Adviser Representative qualification).
•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 in a fast-paced, technology-driven environment.

Experience:3+ yearsWealth managementFinancial planningInvestment advisoryFintechDigital wealth

Skills:Relationship managementCommunicationClient serviceCompliance-minded

Licenses:Series 65

Certifications:Series 65CFPCFACPACPA/PFS

Tech Stack:CRM systemsDigital onboardingPortfolio management platformsFinancial planning software

Company Brief

Rho

Provides an integrated corporate banking platform offering business accounts, corporate cards, bill pay, and treasury management to help companies manage cash, spend, and payments with modern banking and spend controls.

Industry: Corporate Banking

Company Size: Medium (51 to 250 employees)

Growth: Scaleup

Funding: Series C

Headquarters: New York, United States

Founded: 2019

Website LinkedIn

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Rho