CFP Relationship Manager

📋 Description

• Guide customers through structured financial planning and goals.
• Support planning, tax, estate, and accounts.
• Explain plan outputs in clear, actionable terms.
• Coordinate with internal teams and external partners.
• Lead ongoing plan reviews and clarify options.
• Attend offices in-person at least 3 days/week.

🎯 Requirements

• Current Series 7 and 63 and U5, or ability to obtain within 120 days.
• CFP certification required.
• Experience in financial planning or wealth management.
• Ability to build and explain long-term financial plans.
• Experience with high-value client relationships.
• Willingness to leverage AI tools to enhance productivity.

🎁 Benefits

• Total Rewards vary by region and entity.
• Base pay plus bonus, equity, and benefits.
• In-person, hybrid work with 3+ days in office.
• Travel may be required for customer meetings.
• Learn more about benefits at https://careers.robinhood.com/benefits
• Equal opportunity employer; accommodations available.