CFP® Relationship Manager

About This RoleAI processing…

Key Responsibilities

• 1
  Guide customers through structured financial planning processes by reviewing, organizing financial data, defining goals, and explaining plan outputs in a clear, actionable way
• 2
  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
• 3
  Provide education on financial planning topics while ensuring all interactions remain compliant and adhering to the proper policies when providing advice and guidance
• 4
  Conduct ongoing plan reviews, identify opportunities to improve customer understanding, and connect customers with appropriate specialists when needed
• 5
  Help increase customer engagement with Robinhood products by supporting asset consolidation, encouraging broader product usage, and delivering a consistent, high-quality service experience
• 6
  Maintain accurate documentation and follow firm and regulatory standards across all customer interactions
• 7
  Bring a human touch and empathy to the experience of clients engaging with our offering.

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
• Ability to build and explain long-term financial plans that reflect individual goals, tax considerations, and estate planning needs
• 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
• Ability to communicate complex financial concepts clearly to a wide range of customers
• 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.

Perks & Benefits