Six Figure Work

Treasury Advisor

Rho

Company websiterho.co (Rho, opens in new tab)

Base salary $115K  to $150K

Employer-published annual base salary, USD. Advertised base range in New York, NY

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  • LocationNew York, NY
  • WorkplaceOn-site
  • Status at last checkSource accepting applications when checked
  • Last checked (41 min ago) · observed since

About this job

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.

Source: Rho on Ashby · View original posting (opens in new tab)

Pay in context

This role's base floor ($115,000) is above 19% of the 287 Finance & Accounting roles in New York listed on this site; 8 others list the same floor. Their median floor is $140,000; the middle half runs from $120,000 to $175,790.

Only jobs on this site count, and each one publishes a base salary of $100,000 or more, so this compares six-figure jobs with each other, not with the whole market. Computed Nov 7, 2026.

This range next to 6 other live Rho roles with the nearest advertised base floor
Chart as a table
This range next to 6 other live Rho roles with the nearest advertised base floor
RolePublished base
Treasury Advisor (this listing)$115K - $150K
Growth Marketing Manager$120K - $180K
Design Engineer$130K - $300K
Growth Engineer$140K - $220K
Senior Product Designer$160K - $220K
Senior Software Engineer$170K - $270K
Staff Product Designer$195K - $260K

Same $100K to $400K scale as every card. All Rho roles · How to read the bar

Observed changes

  1. Began meeting the published-salary criteria
  2. First observed on the employer's board
Observed since
Employer-stated posting date
2026-07-13
Where this pay comes from

Location as the employer wrote it: NYC

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, ski

Method
Employer text, read with fixed rules and re-verified
Checked
Rule set
us-base-v2

The pay passage appears in the employer's own job text. Fixed, deterministic rules located it, and the passage below was checked against the stored copy of the posting.

What we verified

  • The pay figures come from the employer's own listing, quoted exactly above.
  • The pay is an annual base salary in US dollars with a minimum of at least $100,000.
  • The role was publicly listed on the employer's job board when last checked.

We do not verify what the employer will actually offer, whether the employer is still recruiting for the role, or anything beyond what the employer published. Full methodology.