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 to manage all aspects of financial outlook, from home buying to early retirement.

Responsibilities

• Gain a deep understanding of members’ unique needs and aspirations 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 and creating product plans and roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning

Requirements

• 6-9+ years 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 broader 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

Benefits

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• Paid parental leave
• In-person team & company events