CFP Relationship Manager Wealth Planning & Advisory
Robinhood
Join Robinhood as a Relationship Manager in New York, NY, focusing on guiding customers through structured financial planning and offering support across various services, including financial and estate planning. This role requires a CFP® certification, Series 7 and 63, and experience in financial planning. You'll maintain compliance while engaging with customers to help them organize their financial lives and achieve their goals. Competitive salary with annual bonuses and equity options provided. #J-18808-Ljbffr
Vacancy posted 4 days ago
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