Range
FinTech
SeniorFinancialPlanner
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Financial Planner at Range. Skills: Financial planning, Wealth management, Tax planning. Advise on financial goals. Build financial plans”
Industry & Context.
Willingness to relocate
What They're Looking For.
Must Have
6-9+ years experience, In depth tax planning, Building tax projections, Financial advice to consumers, Investment acumen, Broader planning topics, Financial services technology
Nice to Have
CFP designation, CPA designation, CFA designation, EA designation, ECA designation, BS or BA in Finance, BS or BA in Accounting
What You'll Do.
Advise on financial goals
Build financial plans
Implement wealth strategies
Maintain understanding of financial planning
Maintain understanding of investments
Maintain understanding of tax planning
Assist with product plans
Assist with 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 Senior 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 Bellevue. 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 weal
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