Financial Planner

We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors. 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.

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

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

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