CFP® Relationship Manager (Fintech)

TL;DR

CFP® Relationship Manager (Fintech): Supporting customers with comprehensive financial planning, advice, and education within the Concierge team with an accent on structured financial guidance and cross-functional coordination. Focus on delivering high-quality, compliant financial advice and deepening client engagement through personalized planning and asset consolidation.

Location: Must be based in Chicago, IL; Denver, CO; Lake Mary, FL; Menlo Park, CA; New York, NY; or Westlake, TX with in-person attendance required at least 3 days per week.

Salary: $116,000 – $175,000 USD (based on location zone).

Company

A mission-driven fintech company democratizing finance for all through innovative investment and financial planning products.

What you will do

• Guide customers through structured financial planning processes, including data review, goal setting, and plan interpretation.
• Support the Concierge suite of services, covering tax, estate planning, and account-related needs.
• Provide compliant financial education and advice while maintaining firm and regulatory standards.
• Conduct ongoing plan reviews and identify opportunities to improve customer financial understanding.
• Coordinate with internal teams and external partners to ensure timely and accurate service delivery.
• Foster customer engagement and asset consolidation through a consistent, high-quality service experience.

Requirements

• CFP® certification required.
• Current Series 7 and 63 licenses (or ability to acquire within 120 days).
• Clean U5 record.
• Experience in financial planning, banking, or wealth management.
• Ability to communicate complex financial concepts clearly to diverse clients.
• Aptitude for leveraging AI tools to enhance productivity.

Culture & Benefits

• Performance-driven compensation including bonuses and equity ownership.
• 100% paid health insurance for employees and 90% for dependents.
• Flexible lifestyle wallet for wellness and learning.
• Employer-paid life and disability insurance, plus fertility and mental health benefits.
• Generous time off including company holidays, PTO, and parental leave.
• Intentional, high-energy office experience with catered meals and collaborative workspaces.