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Concierge Relationship Manager

robinhood· 51 open roles

Location TBD On-siteFull-time3 weeks ago
Salary
$116,000 - $175,000
Experience
Mid
Job Type
Full-time
Posted
3 weeks ago
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About This Role

The CFP Relationship Manager will support customers with financial planning, advice, education, and long-term financial organization, guiding them through structured financial planning processes and coordinating with internal teams and external partners. This role is based in one of several US offices with in-person attendance expected at least 3 days per week. The ideal candidate will have experience in financial planning, banking, wealth management, or related financial services roles and hold a CFP certification. The role involves building and explaining long-term financial plans, supporting asset consolidation, and delivering a consistent, high-quality service experience.

Key ResponsibilitiesAI-extracted

  • 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 Concierge suite of services, including financial planning, tax services, estate planning, and account-related needs
  • 3
    Provide education on financial planning topics while ensuring all interactions remain compliant and adhering to the proper policies
  • 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

RequirementsAI-extracted

  • 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
  • Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner

Perks & BenefitsAI-extracted

Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
100% paid health insurance for employees with 90% coverage for dependents
Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more
Typically: paid time off, sick time, parental leave, and more
Typically: opportunities for professional growth and development in a dynamic and innovative environment

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