Senior Financial Planning Associate

Range; McLean (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Job summary

Range is seeking a motivated individual for a financial planning support role at its McLean, VA headquarters. This position offers a unique opportunity to work alongside Senior and Lead Planners, gaining hands-on experience while contributing to member satisfaction. Responsibilities include managing the Planning Team inbox, guiding members through onboarding, and conducting investment reviews. Candidates should have 1+ years in wealth management and strong communication skills. The role includes exceptional benefits like comprehensive health coverage and a 401k plan.

Qualifications

• Working toward or holding a CFP designation.
• 1+ years of experience in wealth management or financial planning.
• Strong organizational skills and clear communication.

Responsibilities

• Shadow Senior and Lead Planners to learn financial planning.
• Manage the Planning Team inbox and resolve member inquiries.
• Guide new members through the onboarding process.
• Conduct initial investment plan reviews.
• Engage inactive members to maintain relationships.

Skills

CFP designation

Experience in wealth management

Organizational skills

Professional written communication

Comfort with financial services technology

Interest in fintech

Job description

Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.

Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.

Join us in transforming the wealth management industry. Backed by Google’s AI-focused Gradient Ventures and Cathay Innovations, we’re assembling a team of top talent to make quality financial advice accessible to millions. If you’re ready to create a groundbreaking platform and make a lasting impact, join Range.

About The Role

This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.

This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.

What You’ll Do With Us

• Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
• Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
• Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
• Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
• Own outreach to inactive members to re-engage and maintain strong member relationships

What Will Set You Apart

• Working toward or holding a CFP designation
• 1+ years of experience in wealth management, financial planning, or a client services role
• Strong organizational skills and clear, professional written communication
• Comfort with financial services technology and an appetite to learn new tools
• Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management

Benefits

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• 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 opportunity 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.