Arrowroot Family Office is a boutique fiduciary financial planning firm with offices in Los Angeles, Metro Detroit, Northern California, and Virginia. We help business owners, executives, and professionals achieve financial success. We offer comprehensive financial planning, in-depth investment advisory services, as well as private investment products to qualified clients.
We are looking to add advisors or advisor teams who believe in a high level of service and are committed to the fiduciary standard. We offer freedom, creativity and the ability to grow your practice at the pace you want, not beholden to some corporate goal that does not align with your goals. Have a creative idea for a new workshop? We love it! Want to come in late because of a yoga class? No problem. At Arrowroot Family Office we want to build a quality firm that had flexibility for the real lives of people.
Don’t get us wrong, we love meeting and exceeding goals. We have high standards for providing service and growing the firm. We use some of the top financial technology, including eMoney, Orion Advisor, Holistiplan, Redtail, RiskAlayze and many more. We love technology that streamlines processes, creating a better experience for our clients as well as allowing us to work anywhere, anytime.
An Ideal Candidate should have:
- A minimum of 3-5 years of financial planning experience
- High Level of energy and entrepreneurship
- Organizational Skills
- Excellent Communication Skills
- Series 65 (or 63 and 66)
- CFP or in CFP program with the ability to finish in two years. (Or another advanced credential or equivalent work experience.)