CFP® Relationship Manager

About the role

The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization. This team works closely with Robinhood Asset Management to deliver accurate, compliant planning experiences. You’ll play a key role in shaping how Robinhood supports customers in organizing their financial lives and understanding their options!

Responsibilities

• Guide customers through structured financial planning processes by reviewing, organizing financial data, defining goals, and explaining plan outputs in a clear, actionable way
• Support customers across the ever-evolving Concierge suite of services, including financial planning, tax services, estate planning, and account-related needs, coordinating with internal teams and external partners
• Provide education on financial planning topics while ensuring all interactions remain compliant and adhere to the proper policies when providing advice and guidance
• Conduct ongoing plan reviews, identify opportunities to improve customer understanding, and connect customers with appropriate specialists when needed
• Help increase customer engagement with Robinhood products by supporting asset consolidation, encouraging broader product usage, and delivering a consistent, high-quality service experience
• Maintain accurate documentation and follow firm and regulatory standards across all customer interactions

Requirements

• Clean U5 and current Series 7 and 63, or ability to acquire within 120 days
• CFP® certification required
• Experience in financial planning, banking, wealth management, or related financial services roles
• Experience supporting high-value and complex client relationships, with a focus on delivering clear, responsive, and organized service
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
• Commitment to acting in the customer's best interest while adhering to regulatory requirements
• The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role

Qualifications

• Commitment to acting in the customer's best interest while adhering to regulatory requirements
• The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role

Skills

• Strong communication skills, both written and verbal
• Ability to build and explain long-term financial plans that reflect individual goals, tax considerations, and estate planning needs
• Ability to support asset consolidation and deepen client relationships
• Ability to conduct ongoing plan reviews and identify opportunities to improve customer understanding
• Ability to connect customers with appropriate specialists when needed
• Ability to provide clear, responsive, and organized service
• Ability to maintain accurate documentation and follow firm and regulatory standards

Benefits

• Challenging, high-impact work to grow your career
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!

Pay

• Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands.
• The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones.

Schedule

• This role is based in our Chicago, IL, Lake Mary, FL, Westlake, TX, Denver, CO, New York, NY, and Menlo Park, CA office(s), with in-person attendance expected at least 3 days per week.