About this role
Treasury Advisor at Rho. Location: New York City, New York, United States. Role: advising clients, conducting planning, maintaining relationships Requirements: Series 65 (or equivalent), 3+ years wealth management/financial planning experience, RIA experience preferred, strong investment and portfolio knowledge, excellent communication, and ability to work in a fast-paced fintech environment. Category: Finance Seniority: Mid Level Tools: CRM Commitment: Full Time Workplace: Onsite Languages: English