Financial Planner

About the Company

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. We’re building AI-powered wealth management, integrating investments, taxes, retirement, and estate planning into one platform. We are backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners.

Responsibilities

• Gain a deep understanding of members’ unique needs to advise them on financial goals
• Build and implement iterative financial plans and wealth strategies
• Maintain in-depth understanding of financial planning, investments, and tax planning
• Assist engineering and product teams with prioritizing product plans and roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning
• Collaborate with the team to share best practices

Requirements

• 4-8+ years of experience in client-facing financial services roles
• Experience with in-depth tax planning and building tax projections
• Significant experience delivering financial advice directly to consumers
• Exceptional investment acumen and knowledge of planning topics
• Significant experience using financial services technology
• Strong organizational, leadership, and written communication skills

Preferred Qualifications

• Active designation as a CFP, CPA, CFA, EA, or ECA
• BS or BA in Finance, Accounting, or a related major
• Interest in or passion for the tech space