Senior Financial Planner

Who this role is best for

Derived from job-description analysis by Serendipath's career intelligence engine.

Skills & requirements

About the role

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 wealth strategies

• Maintain an in-depth understanding of financial planning, investments, and tax planning

• Be an active part of a collaborative team and share best practices

• Assist our engineering and product teams with prioritizing and creating product plans and roadmaps

• Research and present investment strategies

• Coordinate tax filing and estate planning

What will set you apart

• Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar

• 6-9+ years experience in a client-facing financial services roles

• Experience with in depth tax planning and building tax projections for clients

• Significant experience in delivering financial advice directly to consumers

• Exceptional investment acumen and knowledge of broader planning topics

• Significant experience using financial services technology 

• Interest in or passion for the tech space, and a desire to change the industry

• Strong organizational, leadership, and written communication skills

• BS or BA in Finance, Accounting, or other related major preferred

Benefits

• Comprehensive health coverage: Medical, dental and vision

• 401k plan

• Technology allowance

• Hybrid work environment opportunities available for select employees

• PTO

• Top of Market Pay

• Paid parental leave

• In-person team & company events

Range 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.

Source: Range careers (Ashby)