Treasury Advisor
Rho·NYC·Posted 13 July 2026
About the role
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. -…
This is a summary of the advert. The full description and the application are on Rho's careers site.
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