Senior Financial Planner

About the Company

Range is a fast, flexible, holistic wealth management platform reinventing the industry. We provide an all-in-one place for members to manage all aspects of their financial outlook, from home buying to retirement.

Responsibilities

• Gain a deep understanding of members' unique needs to advise 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

Requirements

• 6-9+ 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