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 adhering 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
Commitment to acting in the customer’s best interest while adhering to regulatory requirements
Ability to communicate complex financial concepts clearly to a wide range of customers
The ability to thrive in a dynamic environment, with a constant drive to increase and enhance the value of our offering. - A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role. ## What we offer
Challenging, high-impact work to grow your career. - Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. - Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. - Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more. - Employer-paid life & disability insurance, fertility benefits, and mental health benefits. - Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! - Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range:
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$149,000—$175,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$131,000—$154,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$116,000—$137,000 USD
Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
