Rho
Treasury Advisor
$115K–$150K
NYC · On-site · Full-time · Posted Jul 13, 2026
- Experience
- 5–7+ years in wealth management, financial planning, or investment advisory.
About the job
Provides fiduciary wealth management and financial planning advice to individuals, founders, executives, and business owners, while partnering with Rho teams to deliver connected financial solutions.
What you'll do
- Advise clients on financial planning, investments, retirement, tax-aware strategies, and cash management.
- Build long-term client relationships and provide personalized investment recommendations aligned with client goals and risk tolerance.
- Partner with banking, treasury, lending, and product teams; maintain accurate records and support compliance.
What they ask for
- 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.
Nice to have
- Experience at a fintech, digital wealth platform, neobank, or financial technology company.
- CFP®, CFA®, CPA/PFS, or another advanced financial planning designation.
Pay
$115,000 - $150,000 USD base salary
Tools
CRM systems, digital onboarding, portfolio management platforms, financial planning software
Model-written summary · the original posting is authoritative