CFP Relationship Manager: Wealth Planning & Client Advisory
Robin Hood
Robinhood is seeking a Relationship Manager in New York, NY to help customers navigate financial planning, tax services, and estate planning. In this role, you'll guide clients through structured planning processes and ensure adherence to compliance standards. The ideal candidate will have a CFP certification, experience in financial services, and a commitment to acting in customers' best interests. Join us to enhance customer engagement and help clients achieve their financial goals, working in-person at least 3 days a week. #J-18808-Ljbffr
Vacancy posted 3 days ago
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