Cfp Relationship Manager

Robinhood

Chicago, IL, US
Base: $153,000-$230,000 usd depending on location ...
On-site
Guide customers through structured financial planning processes
Coordinate with internal teams and external partners
Maintain accurate documentation and regulatory standards
The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization

Job Summary

  • The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization.
  • You will play a key role in shaping how Robinhood supports customers in organizing their financial lives and understanding their options.
  • This role is based in multiple office locations with in-person attendance expected at least 3 days per week.

Matching Summary

The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization.

Salary

Base: $153,000-$230,000 USD depending on location zone; Bonus/Equity: Eligible for bonus opportunities and equity; Benefits: Comprehensive benefits package included

Skills & Requirements

Must-have

  • Guide customers through structured financial planning processes
  • Coordinate with internal teams and external partners
  • Maintain accurate documentation and regulatory standards

Nice-to-have

  • Leverage AI tools to enhance productivity
  • Bring a human touch and empathy to client experience
  • Thrive in a dynamic environment with drive for innovation

Key Requirements

  • CFP certification required
  • Current Series 7 and 63 licenses or ability to acquire within 120 days
  • Clean U5 record
  • Experience in financial planning or wealth management roles

Work Rights

Not specified

Tailored Resume

Cover Letter