CFP Relationship Manager

Job description

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role: 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 coordinati...