Senior Financial Planner

Are you ready to break free from conventional financial planning? At Range, we are revolutionizing the wealth management landscape with our innovative and adaptable platform. Our holistic approach empowers individuals to oversee every facet of their financial journey—from purchasing a home to retiring early or supporting family members. Our members receive instant guidance and reassurance that their finances are aligned with their goals.Our dynamic team is composed of high achievers who thrive on collaboration and creativity, driving the next evolution in WealthTech. Join us as we strive to make financial wellness accessible to millions!About the RoleWe are seeking a seasoned Senior Financial Planner to become an integral part of our leading wealth advisory team. In this role, you will design tailored financial plans for our members and provide ongoing support through our asynchronous messaging platform. Unlike traditional models, our members benefit from a collaborative approach, gaining insights from our entire team based on their specific inquiries.We are not just looking for an exceptional advisor; we want a visionary who will contribute to transforming the wealth management sector through technology. You will play a vital role in gathering financial data, conducting analyses and forecasts, and delivering personalized plans, all while collaborating with our product team to enhance our suite of proprietary tools.This position is based at Range's headquarters in McLean, VA, or at our hubs in New York City or Bellevue. Employees will work in-office Monday through Friday, and relocation to one of these areas may be necessary for candidates who are not already based there.What You Will Do with UsDevelop a comprehensive understanding of our members' unique financial aspirations to provide insightful advice.Create and execute iterative financial plans and strategies tailored to individual needs.Maintain expertise in financial planning, investments, and tax strategies to offer informed guidance.Collaborate actively with team members to share best practices and insights.Contribute to prioritizing and developing product strategies in partnership with engineering and product teams.Research and present innovative investment strategies to enhance member portfolios.Coordinate tax filings and estate planning processes for our members.

Join dstaff as a Senior Accountant in the Financial Services sector, where you will play a crucial role in maintaining financial integrity and supporting strategic decision-making. You will be responsible for preparing and analyzing financial reports, ensuring compliance with financial regulations, and collaborating with cross-functional teams to enhance financial processes.

Join our dynamic team at Collabera as a Senior Financial Reporting Accountant. In this pivotal role, you will be responsible for overseeing the preparation and analysis of financial reports, ensuring compliance with regulatory requirements, and contributing to the financial health of our organization. Your expertise will help drive strategic decision-making and enhance operational efficiency. We are looking for a detail-oriented professional with a strong background in financial reporting and accounting principles.

CoreWeave is The Essential Cloud for AI™. Founded by pioneers for pioneers, CoreWeave offers a robust platform of technology, tools, and expert teams that empower innovators to confidently build and scale AI solutions. Our services are trusted by leading AI labs, startups, and global enterprises. We provide top-tier infrastructure performance coupled with extensive technical expertise to accelerate innovation and transform computing into capability. Since our inception in 2017, we have proudly taken our place on the Nasdaq (CRWV) as of March 2025. Discover more at www.coreweave.com.Key Responsibilities:We are on the lookout for a curious and motivated individual to engage in various high-profile projects that will have direct visibility to senior executives including the CFO, COO, CSO, and CPO. The ideal candidate will possess over 3 years of experience within a public technology company or a technology-focused investment firm.Role Overview:In this position, you will work on projects such as:Strategizing for geographical expansionConducting peer benchmarking and market researchPerforming FP&A for data centers and supply chainsPreparing quarterly earnings reportsCrafting executive presentationsFacilitating M&A integration

Join us at usm2 as a Student Financials Manager, where you will play a pivotal role in managing financial processes related to student accounts. Your expertise will help streamline financial operations, ensuring that students receive the highest level of service and support. This position is an excellent opportunity for those looking to apply their financial management skills in an educational setting.

CoreWeave seeks a Financial Analyst based in Bellevue, WA. The role focuses on examining financial data and providing insights that help shape company strategy. Collaboration with various teams is central, especially when preparing reports, forecasts, and analyses. Key Responsibilities Analyze financial data to support business decisions Create and update financial reports and forecasts Partner with cross-functional teams to collect and interpret data Present clear, actionable insights to guide strategic planning Who We Are CoreWeave operates in the tech sector and relies on data-driven approaches to maintain a competitive edge.

Financial Systems Architect | Bellevue, WAJoin Our Innovative Team at American Capital GroupEstablished in Bellevue, Washington in 1987, American Capital Group has built a strong reputation as a premier entity in real estate development, particularly excelling in multifamily community projects. Over the past three decades, we have successfully developed more than 100 multifamily properties across twelve states, with over 25 of these properties being managed in four Western states.Our success is driven by a holistic approach that allows us to manage every facet of real estate development in-house, including Acquisitions, Development, Architectural Design and Engineering, Construction Management, Property Management, and Asset Management. This integrated model has established us as a pioneering force in the industry.At ACG, we harness cutting-edge technology and AI tools to streamline routine tasks, uncover insights rapidly, and allocate more time to impactful, human-centric problem-solving. Our commitment to leveraging AI as a smart assistant enhances collaboration amongst our teams, enables data-informed decisions, and allows a focus on high-priority work. We welcome innovative thinkers who are eager to experiment with new technologies and are passionate about using AI to propel our organization forward.For more information about our journey and accomplishments, please visit our website.

Key Responsibilities:Embodies and promotes IMA’s core values in all interactions.Upholds the significance of diversity, equity, and inclusion within the IMA community.Client Engagement:Maintains consistent and professional communication to cultivate strong relationships with client representatives.Proactively investigates and resolves client issues and inquiries in a timely manner.Provides clear answers regarding benefits programs.Conducts compliance reviews and offers guidance on related matters.Client Meetings:Assists in preparing materials for client meetings and discussions.Actively engages in discussions during meetings.Documents meeting discussions and tracks action items.Manages relationships with carriers and vendors.Supervises new vendor and carrier implementations.Reviews and assesses contracts and plan documents from carriers and vendors.Maintains regular communication with carrier and vendor representatives to advocate for clients and ensure prompt issue resolution.Communication and Education:Collaborates with clients to establish both short- and long-term employee communication strategies.Creates informational materials to clarify and promote benefits program features.Leads in-person, virtual, and telephonic educational sessions for participants.Regularly updates clients on features and services from carrier and vendor partners.Internal Collaboration:Actively participates in and contributes to the client services team.Effectively communicates client updates to relevant team members.Assists with various team responsibilities as needed, including covering for absences.

At Range, we're on a transformative journey to reshape the wealth management landscape. Our innovative technology empowers individuals to address their financial inquiries with unprecedented speed, cost-effectiveness, and accuracy. If you seek a conventional financial planning firm, we encourage you to explore other options. Our planning team not only delivers exceptional service but also plays a pivotal role in revolutionizing the industry.With backing from esteemed investors such as Google's AI-fund, Gradient Ventures, and Expa Ventures, we are supported by those who have propelled iconic companies to success.Our team comprises top-tier talent driven to disrupt the status quo, collaborate, and forge the future of WealthTech. Join us in making financial wellness accessible to millions!Job Overview:We are in search of a highly qualified Certified Public Accountant (CPA) or Enrolled Agent (EA) with a strong background in individual tax planning and tax return review to enhance our dynamic team. If you are an expert in individual tax planning with a passion for fintech innovations, we want to connect with you.As a Tax Planner, you will provide expert tax planning and compliance services, optimizing tax strategies for our diverse clientele. Collaborating closely with our Certified Financial Planners®, you will design and implement tax strategies that align with clients’ objectives and regulatory requirements, while managing ongoing tax compliance for our members.This position can be based in any of Range's offices located in McLean, New York City, or Bellevue. New hires will be required to work in-office from Monday to Friday. If you're not currently residing in the area, your willingness to relocate will be a condition of employment.Key Responsibilities:Prepare and file individual income tax returns (federal and state)Conduct thorough tax research to stay updated with current laws and evolving regulationsDevelop process flows and monitor tax return milestones in collaboration with external Tax Preparation PartnersOrganize and manage client files, workpapers, and lead sheetsCommunicate effectively with clients to discuss tax planning strategies and resultsQualifications:Must possess a Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD), or equivalent demonstrated expertise in taxProven track record in individual tax planning and complianceStrong analytical skills with attention to detailExcellent communication skills, both written and verbalAbility to work collaboratively in a fast-paced environment

Global Elite Careers is launching a new remote team based in Bellevue, Nebraska, with a mission to help families secure their financial futures. This role centers on supporting others while working for a company that emphasizes integrity, compassion, and ethical conduct. Role overview Assist families and children by delivering essential financial services Guide clients through important financial decisions with honesty and transparency Maintain high ethical standards in every client interaction Work from home, allowing flexibility to manage work and personal commitments Advance your career as the company grows, with room for professional development Why this team stands out Directly impact the lives of families and children Benefit from a fully remote position Opportunities for career growth as the organization expands Join a group that prioritizes ethical behavior and genuine care for clients Requirements Strong motivation to help others and foster positive change Clear communication and strong interpersonal skills Ability to work independently and collaborate with a team Consistent dedication to honesty and ethical standards Interviews for this position will be conducted via Zoom video conferencing. This remote opportunity offers meaningful work supporting families, with the potential for professional growth. Those interested in joining a team that values integrity and client care are encouraged to apply.

Be a Part of the Financial Revolution.At Robinhood, our mission is to democratize finance for everyone. With an anticipated transfer of $124 trillion in assets to younger generations over the next 20 years, we are positioned at the forefront of this monumental opportunity. If you are eager to contribute to this transformative shift in culture and finance, we want to hear from you.About the Team and RoleWe are assembling an exceptional team dedicated to tackling the most significant challenges in the financial sector using cutting-edge technologies. We seek innovative thinkers, adept problem-solvers, and proactive builders who are motivated to drive meaningful change. Robinhood is not a place for the complacent; it's where ambitious individuals achieve extraordinary results in their careers. Our team operates with high performance in mind, guided by strong ethical principles. The standards are elevated, and so are the rewards.The Agentic team at Robinhood is focused on developing and deploying advanced AI agents that will power the next generation of financial products. Our goal is to swiftly construct, assess, and implement high-functioning AI agents on robust production infrastructures, incorporating thorough evaluations and continuous optimization.This position is based in our Menlo Park, CA and Bellevue, WA offices, with a requirement for in-person attendance at least three days per week.

Global Elite Careers seeks individuals who want to make a difference for families and children. This remote financial services position is based in Bellevue, Nebraska, and centers on guiding people through financial decisions and helping them prepare for life’s uncertainties, all from a home office. Role overview This role focuses on supporting families as they work toward financial security. Team members partner with colleagues to offer guidance, provide peace of mind, and help clients navigate challenges. The work is fully remote, allowing for a flexible schedule and a comfortable home workspace. What sets this position apart Meaningful impact: Each day brings the opportunity to improve the financial well-being of families and children. Remote flexibility: Manage your own schedule and create a productive environment at home. Growth potential: Develop new skills and pursue advancement within a company that values your contributions. Supportive team: Collaborate with others who share a commitment to helping families achieve stability. Integrity-driven: Build trust through honest, transparent relationships with every client. Requirements Clear desire to help others and make a positive difference Strong communication and interpersonal skills Ability to work independently as well as with a team Consistent ethical standards in all professional interactions Interview process All interviews are conducted via Zoom video conferencing.

As a Senior Account Director at bpcs, you will play a pivotal role in driving client success and fostering strong relationships. You will lead strategic initiatives, manage high-value accounts, and work closely with cross-functional teams to ensure the delivery of exceptional service and solutions tailored to our clients' needs.

We are seeking a detail-oriented and experienced Senior Accountant to join our dynamic finance team at dstaff. In this pivotal role, you will manage financial reporting, ensure compliance with accounting standards, and contribute to the overall financial strategy of the company.

Join the dynamic team at ispottv as a Senior Accountant. In this pivotal role, you will be responsible for overseeing financial operations, ensuring compliance with regulations, and contributing to strategic financial planning. You will collaborate closely with stakeholders to optimize financial performance and drive the company's objectives.

Join our dynamic finance team at Collabera as a Senior Accountant, where you will play a pivotal role in managing financial records and ensuring accuracy in all accounting processes. You will be responsible for preparing financial statements, conducting audits, and providing insightful analysis to support strategic decision-making. If you thrive in a fast-paced environment and possess a keen eye for detail, we would love to hear from you!

We are seeking a highly skilled Senior Analyst in IT Compliance to join our dynamic team at dstaff. This role is critical in ensuring that our IT systems comply with regulatory requirements and internal policies. You will be responsible for identifying compliance risks, conducting audits, and developing strategies to mitigate those risks.As a Senior Analyst, you will collaborate with cross-functional teams to enhance compliance processes and ensure adherence to industry standards. If you are passionate about IT compliance and have a keen eye for detail, we want to hear from you!

Join Visa Inc. as a Senior Software Engineer and take the opportunity to enhance your skills in a dynamic and innovative environment. You will be responsible for designing, developing, and maintaining high-quality software solutions that meet the needs of our customers. This role requires a deep understanding of software engineering practices and a passion for technology.

We are seeking a highly skilled Senior Instructional Designer to join our dynamic team at Mindlance. The ideal candidate will possess a passion for creating engaging and effective learning experiences that cater to diverse audiences. This role involves collaborating with subject matter experts to design, develop, and implement instructional materials using a variety of multimedia tools.If you have a proven track record in instructional design and a strong understanding of adult learning principles, we would love to hear from you!

We are seeking a highly skilled Senior Systems Architect to join our dynamic team at dstaff. In this pivotal role, you will be responsible for designing and implementing complex systems that meet our clients' needs. Your expertise will guide the architectural direction of our projects, ensuring scalability, security, and performance.The ideal candidate will have a strong background in systems architecture and will be proficient in various technologies. You will collaborate with cross-functional teams to deliver innovative solutions that drive business success.