Financial Planner

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.

Responsibilities

• 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
• Aid our engineering and product teams with prioritizing and creating product plans and roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning

Requirements

• 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
• 4-8+ years experience in a client-facing financial services roles
• Significant experience in delivering financial advice directly to consumers
• Exceptional investment acumen and knowledge of broader planning topics
• Significant experience using financial services technology

Qualifications

• Interest in or passion for the tech space, and a desire to change the industry
• Strong organizational, leadership, and written communication skills
• Bachelor's or Master's degree in Finance, Accounting, or other related major preferred

Skills

• Ability to work independently and collaboratively
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills

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

Pay

Top of Market Pay

Schedule

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.