Cfp® Relationship Manager

Robinhood

Chicago, IL, US
Base: $116,000 - $175,000 usd depending on locatio...
On-site
Guide customers through structured financial planning processes
Coordinate with internal teams and external partners
Ensure compliance with regulatory standards
The role supports the full Concierge suite of services including financial planning, tax services, and estate planning to help customers organize their financial lives

Job Summary

  • The role supports the full Concierge suite of services including financial planning, tax services, and estate planning to help customers organize their financial lives.
  • Candidates must hold a CFP® certification and possess current Series 7 and 63 licenses or the ability to acquire them within 120 days.
  • Robinhood offers performance-driven compensation with multipliers, equity ownership, and best-in-class benefits including 100% paid health insurance for employees.

Matching Summary

The role supports the full Concierge suite of services including financial planning, tax services, and estate planning to help customers organize their financial lives.

Salary

Base: $116,000 - $175,000 USD depending on location zone; Bonus/Equity: Eligible for bonus opportunities and equity ownership; Benefits: 100% paid health insurance, 401(k) matching, lifestyle wallet, and fertility benefits.

Skills & Requirements

Must-have

  • Guide customers through structured financial planning processes
  • Coordinate with internal teams and external partners
  • Ensure compliance with regulatory standards
  • Explain complex financial concepts clearly
  • Support asset consolidation and product engagement

Nice-to-have

  • Leverage AI tools to enhance productivity
  • Bring human touch and empathy to client experience
  • Thrive in a dynamic fast-paced environment
  • Ability to communicate with diverse customer base

Key Requirements

  • CFP® certification required
  • Current Series 7 and 63 licenses
  • Experience in financial planning or wealth management
  • Clean U5 record
  • Ability to build long-term financial plans

Work Rights

Not specified

Tailored Resume

Cover Letter