💼 About This Role

You'll guide customers through structured financial planning processes at Robinhood, helping them organize their financial lives and understand their options. You'll coordinate with internal teams and external partners to deliver accurate, compliant planning experiences across the Concierge suite of services. This role stands out by offering the opportunity to shape how a leading fintech company supports customer engagement and financial decision-making.

🎯 What You'll Do

• Guide customers through structured financial planning processes
• Support customers across Concierge suite of services including tax, estate planning
• Provide education on financial planning topics while ensuring compliance
• Conduct ongoing plan reviews and identify improvement opportunities

📋 Requirements

• Current Series 7 and 63 or ability to acquire within 120 days
• CFP® certification required
• Experience in financial planning, banking, or wealth management roles
• Ability to build and explain long-term financial plans incorporating tax and estate considerations

✨ Nice to Have

• Experience supporting high-value and complex client relationships
• Demonstrated ability to support asset consolidation and deepen client relationships

🎁 Benefits & Perks

• 💰 Base pay plus bonus, equity, and benefits
• 🏥 Health insurance and other standard benefits

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Technical Interview· 1 hour
3. 3Hiring Manager Interview· 1 hour