Range

FinTech

FinancialPlanner

$95–135k ~AI est. McLean, Virginia, United States; New York, 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: Wealth management, Financial planning, Investment acumen. Gain deep understanding. Advise on financial goals”

Industry & Context.

FinTech
Eligibility Requirements

Willingness to relocate

What They're Looking For.

Must Have

4-8+ years experience, Client-facing financial services roles, In depth tax planning, Building tax projections, Delivering financial advice, Financial services technology

Nice to Have

Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA), Significant experience, Interest in tech space, Desire to change industry

What You'll Do.

Gain deep understanding

Advise on financial goals

Build financial plans

Implement wealth strategies

Maintain understanding

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

Process & Methodology

Roadmap planning

Full Job Description

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 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

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