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Senior Financial Planner

RangeBellevue, WA
On-site FullTime

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Qualifications

Proven experience as a financial planner or advisor with a strong track record of client success. In-depth knowledge of financial planning, investment strategies, and tax regulations. Exceptional analytical and problem-solving skills. Excellent communication and interpersonal skills to build trust with clients. Ability to work collaboratively in a team-oriented environment. Familiarity with financial planning software and tools. Professional certifications such as CFP, CFA, or similar are preferred.

About the job

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 Role

We 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 Us

  • Develop 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.

About Range

Range is at the forefront of redefining wealth management. Our innovative, flexible platform empowers individuals to take control of their financial futures with confidence. We are dedicated to making financial wellness a reality for everyone, fostering a culture of collaboration and innovation within our team.

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