Range

FinTech

FinancialPlanner

$95–135k ~AI est. McLean, Virginia, United States; New York City, New York, United States; Seattle, Washington, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Financial Planner at Range. Skills: Financial planning, Wealth management, Investment acumen. Gain understanding of member needs. Advise on financial goals”

Industry & Context.

FinTech

What They're Looking For.

Must Have

4-8+ years experience, Experience with tax planning, Experience delivering financial advice

Nice to Have

Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA), BS or BA in Finance, BS or BA in Accounting

What You'll Do.

Gain understanding of member needs

Advise on financial goals

Build financial plans

Implement wealth strategies

Maintain understanding of financial planning

Maintain understanding of investments

Maintain understanding of tax planning

Prioritize product plans

Create product roadmaps

Research investment strategies

Present investment strategies

Coordinate tax filing

Coordinate estate planning

How You'll Work.

Team & Collaboration

Collaborative team; Partner with product team

Communication Scope

Written communication

Full Job Description

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together. We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful. About the role We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. 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, or Seattle. 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 us - Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals - Build and implement iterative financial plans and wealth strat

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