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