CFP Relationship Manager

The Concierge team is expanding its capabilities to support customers with financial planning, advice, education, and long-term financial organization. This team works closely with Robinhood Asset Management. product, and compliance to deliver accurate, compliant planning experiences. You’ll play a key role in shaping how Robinhood supports customers in organizing their financial lives and understanding their options!

As an individual contributor in a Relationship Manager role, you will support customers throughout their service journey while guiding them through structured financial planning processes. You will support the full Concierge suite of services, including financial planning, tax services, estate planning, and account-related support, helping customers navigate each area through structured guidance and coordination with internal teams and external partners. You will lead conversations to understand customer goals, help organize financial information, and interpret planning outputs in a clear and accessible way. Our clients are largely self-managed or participate in Robinhood Strategies, so this role can focus on the bigger picture while providing ongoing advice and guidance. You will also coordinate across teams and service providers to ensure each interaction is timely, accurate, and aligned with regulatory standards. Your work will strengthen customer engagement, clarity, and confidence in financial decision-making.

This role is based in our Chicago, IL, Lake Mary, FL, Westlake, TX, Denver, CO, New York, NY, and Menlo Park, CA office(s), with in-person attendance expected at least 3 days per week.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. Local travel may be required to meet with customers and participate in in-person events.

What you’ll do

•  Guide customers through structured financial planning processes by reviewing, organizing financial data, defining goals, and explaining plan outputs in a clear, actionable way
• Support customers across the ever-evolving Concierge suite of services, including financial planning, tax services, estate planning, and account-related needs, coordinating with internal teams and external partners
• Provide education on financial planning topics while ensuring all interactions remain compliant and adhering to the proper policies when providing advice and guidance
• Conduct ongoing plan reviews, identify opportunities to improve customer understanding, and connect customers with appropriate specialists when needed
• Help increase customer engagement with Robinhood products by supporting asset consolidation, encouraging broader product usage, and delivering a consistent, high-quality service experience
• Maintain accurate documentation and follow firm and regulatory standards across all customer interactions
• Bring a human touch and empathy to the experience of clients engaging with our offering.

What you bring

• Clean U5 and current Series 7 and 63, or ability to acquire within 120 days.
• CFP® certification required
• Experience in financial planning, banking, wealth management, or related financial services roles
• Ability to build and explain long-term financial plans that reflect individual goals, tax considerations, and estate planning needs
• Experience supporting high-value and complex client relationships, with a focus on delivering clear, responsive, and organized service
• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
• Commitment to acting in the customer’s best interest while adhering to regulatory requirements
• Ability to communicate complex financial concepts clearly to a wide range of customers
• The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering.
• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.