Treasury Advisor
At a glance
Mid-level Treasury role at Rho. New York · full-time · $115,000–$150,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Guide individuals, founders, executives and business owners through fiduciary financial advice and planning
- Discuss investments, retirement, taxes and cash needs, then tailor recommendations to each client's goals and risk tolerance
- Build lasting client relationships through regular advice and responsive service
- Coordinate with banking, treasury, lending and product teams, and show clients how to use digital wealth tools
- Keep client files compliant and accurate while identifying technology or process changes that could improve service
What you bring
- An active Series 65 or equivalent qualification to serve as an Investment Adviser Representative
- At least three years of work in wealth management, financial planning or investment advice, including experience at an RIA
- Strong command of investment products, portfolio design, retirement planning and broader financial planning
Who this fits
This suits a client-focused advisor who can serve both individuals and business owners in a technology-driven setting. The role is on-site in New York. The stated base salary is $115,000 to $150,000 per year.
From the employer
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-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. This role combines fiduciary financial advice with the speed and innovation of a fintech platform.
The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.
What You’ll 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.
Qualifications
Required
Active Series 65 license (or equivalent qualification as an Investment Adviser Representative).
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.
Ability to thrive in a fast-paced, technology-driven environment.
Preferred
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.
Our people are our most valuable asset. The base salary for this role is $115,000 - $150,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.