Senior Wealth Planner & Strategy Lead

53 Stations; McLean (VA); Presencial; USD 180.000 - 280.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health & Wellness

401(k)

Paid Time Off

Parental Leave

Meals

Fitness

Equity & Career Growth

AI tools access

Annual Reviews

Boomerang Program

Descripción de la vacante

Range is seeking an experienced Lead Planner to join our team of wealth advisors, reporting directly to the General Manager of Financial Planning. This role will manage a team of financial planners while still staying hands on with planning and delivering an exceptional member experience.

You’ll partner with our product team to enhance planning tools and deliver thoughtful, tax-efficient strategies. Headquarters are in McLean, VA, with hub locations in New York City and Bellevue; in-office

Formación

• 9+ years of client-facing experience in financial services.
• Experience with tax planning and building tax projections.
• Proven track record delivering financial advice to consumers.
• Strong investment acumen and broad planning knowledge.
• Experience using financial services technology.

Responsabilidades

• Understand members' needs to advise on financial goals.
• Build and implement iterative financial plans and wealth strategies.
• Maintain understanding of financial planning, investments, and tax planning.
• Collaborate with engineering and product teams on roadmaps.
• Present investment strategies.
• Coordinate tax filing and estate planning.
• Lead and mentor a team of financial planners.

Conocimientos

CFP

CPA

CFA

EA

ECA

Educación

BS or BA in Finance, Accounting, or related major

Descripción del empleo

Range is seeking an experienced Lead Planner to join our team of wealth advisors, reporting directly to the General Manager of Financial Planning. This role will manage a team of financial planners while still staying hands on with planning and delivering an exceptional member experience.

You’ll partner with our product team to enhance planning tools and deliver thoughtful, tax-efficient strategies. Headquarters are in McLean, VA, with hub locations in New York City and Bellevue; in-office