Lead Wealth Planner & Product Partner
Range
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Benefits offered by this job
Job summary
Range is seeking a Lead Planner to lead a team of financial planners, partnering with our product team to enhance planning tools while delivering top-tier member experiences. You will stay hands-on with planning, ensuring personalized, actionable plans for members and guiding a talented team.
The role combines advisory excellence with tech-powered wealth management, reporting to the General Manager of Financial Planning, and offering in-office work at Range's HQ in McLean, VA or hub locations in
Qualifications
- Active professional designations (CFP/CPA/CFA/EA/ECA or equivalent) are required or highly preferred.
- 9+ years of client-facing financial services experience.
- Experience with in-depth tax planning and tax projections for clients.
- Strong track record delivering financial advice directly to consumers.
- Excellent investment acumen and broad planning knowledge.
- Significant experience using financial services technology.
Responsibilities
- Understand members' needs to advise on financial goals.
- Build and implement iterative financial plans and wealth strategies.
- Maintain knowledge of planning, investments, and tax planning.
- Collaborate with engineering and product teams on planning tools and roadmaps.
- Present investment strategies and coordinate tax filing and estate planning.
Skills
Education
Tools
Job description
Range is seeking a Lead Planner to lead a team of financial planners, partnering with our product team to enhance planning tools while delivering top-tier member experiences. You will stay hands-on with planning, ensuring personalized, actionable plans for members and guiding a talented team.
The role combines advisory excellence with tech-powered wealth management, reporting to the General Manager of Financial Planning, and offering in-office work at Range's HQ in McLean, VA or hub locations in
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