Senior Financial Planner - Hybrid, Tech-Driven Wealth

53 Stations; Bellevue, Northern (WA, KY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Hybrid work environment

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Job summary

Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support them via our asynchronous messaging platform. You will collaborate with a team of advisors to apply subject matter expertise and deliver value-driven guidance.

This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team.

Qualifications

• CFP, CPA, CFA, EA or equivalent designation required or pursued.
• 6–9+ years of client-facing financial services experience.
• Strong investment knowledge and tax planning capabilities.
• Experience delivering financial advice directly to consumers.

Responsibilities

• Advise members on financial goals and develop personalized plans.
• Build and implement iterative financial plans and wealth strategies.
• Maintain knowledge of investments, tax planning, and estate planning.
• Collaborate with engineering/product teams to influence product roadmaps.

Skills

CFP

CPA

CFA

Enrolled Agent

Equity Compensation Associate

Client-facing experience

Education

BS/BA in Finance or Accounting

Job description

Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support them via our asynchronous messaging platform. You will collaborate with a team of advisors to apply subject matter expertise and deliver value-driven guidance.

This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team.