CFP Relationship Manager
Robinhood helps users invest in stocks, ETFs, options, and cryptocurrencies through commission-free trading with no minimum account requirements.
Investors
Projects
About Robinhood
Robinhood helps retail investors access financial markets through commission-free trading of stocks, ETFs, options, and cryptocurrencies. With it, users can invest with no account minimums, earn rewards through retirement accounts with matching contributions, and access advanced trading tools. Robinhood democratizes investing by making financial markets accessible to everyone, not just wealthy investors.
Skills
About the Role
You will support customers through structured financial planning, tax, estate planning, and account-related services. You will collect and organize financial information, define goals, interpret plan outputs, and explain recommendations in clear, actionable terms. You will coordinate with internal teams and external partners, maintain accurate documentation, ensure compliance with regulatory standards, conduct ongoing plan reviews, and help increase customer engagement with product solutions. You should expect local travel and in-person attendance at least three days per week.
Requirements
- Clean U5 and current Series 7 and 63 or ability to acquire within 120 days
- CFP certification
- Experience in financial planning, banking, wealth management, or related financial services roles
- Ability to build and explain long-term financial plans that reflect goals, tax considerations, and estate planning needs
- Experience supporting high-value and complex client relationships
- Demonstrated ability to support asset consolidation and deepen client relationships
- Commitment to act in the customer's best interest while adhering to regulatory requirements
- Ability to communicate complex financial concepts clearly to a wide range of customers
- Ability to thrive in a dynamic environment and drive increased product value
- Willingness and aptitude to leverage AI tools to enhance productivity
Responsibilities
- Guide customers through structured financial planning by reviewing and organizing financial data
- Define customer financial goals and explain plan outputs clearly and accessibly
- Support financial planning, tax services, estate planning, and account-related needs
- Coordinate with internal teams and external partners to deliver timely, accurate service
- Provide compliant education and advice on financial planning topics
- Conduct ongoing plan reviews and identify opportunities to improve customer understanding
- Support asset consolidation and encourage broader product usage to increase engagement
- Maintain accurate documentation and adhere to firm and regulatory standards
- Attend office in-person at least three days per week and travel locally as required
Benefits
- Bonus opportunities
- Equity
- Total rewards (benefits vary by region)
