Senior Financial Planner
RangeNew York, New York, United States • Pennsylvania, United States • Virginia, United States • Seattle, Washington, United States • Austin, Texas, United States
Posted August 20, 2025
Full Time
About the Company
Range is an integrated wealth management platform offering expert advisory services to high earners. The company provides comprehensive solutions including investment management, retirement planning, estate planning, tax optimization, and insurance strategies. Its core value proposition lies in its all-inclusive approach, empowering users to maximize their financial potential with personalized and expert guidance.
Job Description
Range is seeking a senior financial planner to join their team, helping clients manage their finances and achieve their goals. This role involves crafting financial plans, providing support through asynchronous messaging, and collaborating with product teams to build their wealth management suite. The company values disrupting the traditional financial planning industry and fostering a tech-forward culture.
Requirements
- Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
- 5-8+ years of experience in a client-facing financial services roles
- Experience with in-depth tax planning and building tax projections for clients
- Significant experience in delivering financial advice directly to consumers
- Exceptional investment acumen and knowledge of broader planning topics
- Significant experience using financial services technology
- Interest in or passion for the tech space, and a desire to change the industry
- Strong organizational, leadership, and written communication skills
Benefits
- Comprehensive health coverage
- Technology allowance
- Hybrid work environment opportunities
- PTO
- Top of Market Pay
- Paid parental leave
