Robinhood02.05.2026
CFP® Relationship Manager
Chicago
Обязанности
- 01Guide customers through structured financial planning processes by reviewing, organizing financial data, defining goals, and explaining plan outputs in a clear, actionable way
- 02Support 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
- 03Provide education on financial planning topics while ensuring all interactions remain compliant and adhering to the proper policies when providing advice and guidance
- 04Conduct ongoing plan reviews, identify opportunities to improve customer understanding, and connect customers with appropriate specialists when needed
- 05Help increase customer engagement with Robinhood products by supporting asset consolidation, encouraging broader product usage, and delivering a consistent, high-quality service experience
- 06Maintain accurate documentation and follow firm and regulatory standards across all customer interactions
- 07Bring a human touch and empathy to the experience of clients engaging with our offering
Требования
- 01Clean U5 and current Series 7 and 63, or ability to acquire within 120 days
- 02CFP® certification required
- 03Experience in financial planning, banking, wealth management, or related financial services roles
- 04Ability to build and explain long-term financial plans that reflect individual goals, tax considerations, and estate planning needs
- 05Experience supporting high-value and complex client relationships, with a focus on delivering clear, responsive, and organized service
- 06Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
- 07Commitment to acting in the customer’s best interest while adhering to regulatory requirements
- 08Ability to communicate complex financial concepts clearly to a wide range of customers
- 09The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering
- 10A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role
Условия
- 01Based in Chicago, IL; Lake Mary, FL; Westlake, TX; Denver, CO; New York, NY; Menlo Park, CA offices
- 02In-person attendance expected at least 3 days per week
- 03Local travel may be required to meet with customers and participate in in-person events
- 04Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- 05Best-in-class benefits including 100% paid health insurance for employees with 90% coverage for dependents
- 06Lifestyle wallet — a flexible benefits spending account for wellness, learning, and more
- 07Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- 08Time off including company holidays, paid time off, sick time, parental leave, and more
- 09Exceptional office experience with catered meals, events, and comfortable workspaces
- 10Base pay range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $149,000 – $175,000 USD
- 11Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $131,000 – $154,000 USD
- 12Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $116,000 – $???