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CFP® Relationship Manager
CFP® Relationship Manager
RobinhoodRobinhood is seeking a CFP® Relationship Manager to join their expanding Concierge team, focusing on financial planning, advice, and long-term financial organization for customers. In this individual contributor role, you will guide customers through structured financial planning processes, supporting a suite of services including tax and estate planning. The ideal candidate will have a CFP® certification, experience in wealth management, and the ability to build and explain long-term financial plans. This role is crucial for strengthening customer engagement and confidence in financial decision-making, requiring in-person attendance at one of several office locations.
