CFP® Relationship Manager
RobinhoodJoin 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 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.
Applications for this role will be accepted through ongoing. Please connect with your recruiter for more information about this role’s application window.
What you’ll do
- Guide customers through structured financial planning processes by re
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