Range is hiring a
Financial Planner

Summary

Join Range, a fast and flexible holistic wealth management platform, as an experienced financial planner to craft financial plans for members, collaborate with the team, and provide feedback to the product team. The role requires significant experience in delivering financial advice directly to consumers, exceptional investment acumen, and strong organizational, leadership, and written communication skills.

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 experience in a client-facing financial services roles
• Significant experience in delivering financial advice directly to consumers

Responsibilities

• Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
• Build and implement iterative financial plans and wealth strategies
• Maintain an in-depth understanding of financial planning, investments, and tax planning
• Be an active part of a collaborative team and share best practices
• Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
• Research and present investment strategies
• Coordinate tax filing and estate planning

Preferred Qualifications

• 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

Benefits

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