# Treasury Advisor at Rho

Treasury Advisor at Rho in NYC. On-site, full-time, paying $115k–$150k. Posted July 13, 2026.

- Company: Rho
- Location: NYC
- Workplace: On-site
- Job type: Full-time
- Pay: $115k–$150k
- Experience: 5+ years
- Posted: 2026-07-13
- Apply: https://jobs.ashbyhq.com/rho/47f89f31-e9c8-4858-b9d1-5099a1742410/application
- Source: https://jobmagic.ai/jobs/treasury-advisor-rho-e4s7hz

## Requirements

- 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.
- Excellent relationship management and communication skills.
- Ability to thrive in a fast-paced, technology-driven environment.

## Description

**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).

- 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.

- 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.