Senior Financial Planner

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them. Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!About the roleWe're looking for an experienced financial planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, Seattle, or Austin. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you'll do with usGain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goalsBuild and implement iterative financial plans and wealth strategiesMaintain an in-depth understanding of financial planning, investments, and tax planningBe an active part of a collaborative team and share best practicesAssist our engineering and product teams with prioritizing and creating product plans and roadmapsResearch and present investment strategiesCoordinate tax filing and estate planningWhat will set you apartActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar5-8+ years experience in a client-facing financial services rolesExperience with in depth tax planning and building tax projections for clientsSignificant experience in delivering financial advice directly to consumersExceptional investment acumen and knowledge of broader planning topicsSignificant experience using financial services technologyInterest in or passion for the tech space, and a desire to change the industryStrong organizational, leadership, and written communication skillsBS or BA in Finance, Accounting, or other related major preferredBenefitsComprehensive health coverage: Medical, dental and vision401k planTechnology allowanceHybrid work environment opportunities available for select employeesPTOTop of Market PayPaid parental leaveIn-person team & company eventsRange is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

Created: 2025-02-06