CFP Wealth Planning Concierge
Segment (Twilio)
Robinhood is expanding its Concierge team to support customers with financial planning, education, and long-term organization. The role is based in multiple offices and requires in-person attendance at least three days per week. You will guide customers through structured planning, coordinate with internal teams, and educate on planning topics while staying compliant with policies. You will help increase engagement with Robinhood products and maintain thorough documentation to meet regulatory #J-18808-Ljbffr Segment (Twilio)
Vacancy posted 4 days ago
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