Senior Financial Planning Associate

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

• Shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy
• Manage the Planning Team inbox, triaging member questions and resolving straightforward requests
• Guide new members through the onboarding process and validate financial data accuracy
• Conduct initial investment plan reviews to support the broader planning team
• Own outreach to inactive members to re-engage and maintain strong relationships

Requirements

• 1+ years of experience in wealth management, financial planning, or client services
• Strong organizational skills and professional written communication
• Comfort with financial services technology
• Enthusiasm for fintech and wealth management technology

Preferred Qualifications

• Working toward or holding a CFP® designation

Benefits

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