SENIOR FINANCIAL PLANNER

Range; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Range is seeking an experienced financial planner to join their innovative team, aiming to reinvent financial wellness through technology. This role involves collaborating with clients on financial strategies, providing expert advice, and contributing to product development in a hybrid working environment. Ideal candidates will possess relevant certifications and extensive client-facing experience, emphasizing a passion for technology and growth in the WealthTech industry.

Benefits

401k plan

Technology allowance

Top of market pay

Paid parental leave

In-person team & company events

Qualifications

• 5-8+ years experience in client-facing financial services roles.
• Experience with tax planning and projections.
• Active designation(s) as CFP, CPA, CFA, EA, or similar preferred.

Responsibilities

• Gain a deep understanding of members' financial needs.
• Build and implement financial plans and wealth strategies.
• Assist product teams with product plans and roadmaps.

Skills

Financial planning

Investment knowledge

Communication skills

Organizational skills

Leadership

Education

BS or BA in Finance, Accounting, or related major

Job description

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them.

Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!

About the role

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, Seattle, or Austin. 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
• 5-8+ 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
• 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
• 401k plan
• Technology allowance
• Hybrid work environment opportunities available for select employees
• 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.

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Financial Planner • New York, NY, United States