Treasury Advisor

rho· GTM
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📍 NYCFullTime💰 USD 115K–150K

About this role

About Us

Rho is the modern banking platform built for startups. 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.

Frequently Asked Questions

What is the salary for the Treasury Advisor role at rho?
The listed salary for this Treasury Advisor position at rho is USD 115K–150K. This is an FullTime role.
Where is the Treasury Advisor position at rho located?
This Treasury Advisor role at rho is based in NYC. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Treasury Advisor role at rho full-time or part-time?
This is listed as a FullTime position. It is posted as a Treasury Advisor role in the GTM department at rho.
Which team or department does the Treasury Advisor at rho belong to?
This Treasury Advisor position is part of the GTM department at rho. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Treasury Advisor position at rho?
Click the "Apply Now" button on this page. You will be redirected to rho's official application portal hosted on ashby where you can submit your application directly.
When was the Treasury Advisor job at rho posted?
This Treasury Advisor position at rho was posted on Jul 13, 2026. Apply as soon as possible — early applications are often reviewed first.
Treasury Advisor
rho · 💰 USD 115K–150K
Apply for this role ↗

You'll be redirected to rho's official application page on Ashby ATS.