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, product, and compliance to deliver accurate, compliant planning experiences. The role is based in multiple offices and requires in‑person attendance at least three days per week. What you’ll do 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. Bring a human touch and empathy to the experience of clients engaging with our offering. What you bring 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. What we offer 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, a lifestyle wallet for wellness and learning, 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! Exceptional office experience with catered meals, events, and comfortable workspaces. Base Pay Range (per location) Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC): $149,000—$175,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL): $131,000—$154,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL): $116,000—$137,000 USD Equal Opportunity Employer Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application. #J-18808-Ljbffr Segment (Twilio)