About Range
Your all-in-one wealth management solution
Key Highlights
- $100 million raised in Series B funding
- Headquartered in Tysons, VA with 101-200 employees
- AI-driven personalized financial guidance
- Comprehensive wealth management services including tax and estate planning
Range is a fintech company headquartered in Tysons, VA, specializing in an all-in-one wealth management dashboard. With $100 million in Series B funding, Range provides services such as investment consultancy, tax planning, retirement, education, estate planning, and insurance optimization. The plat...
🎁 Benefits
Range offers 100% employer-covered medical insurance, 15 vacation days annually, and generous parental leave packages. Employees also benefit from a m...
🌟 Culture
Range fosters a culture focused on leveraging technology to enhance financial planning for families. The company emphasizes collaboration through team...
Financial Analyst • Entry-Level
Overview
Range is hiring a Financial Planning Associate to support their Financial Planning team and deliver exceptional service to members. This role is based in New York City and requires strong organizational skills.
Job Description
Who you are
You are ready to disrupt the wealth management industry with a cutting-edge platform. As a Financial Planning Associate, you will support the Financial Planning team by ensuring accurate data collection and assisting with member inquiries. You thrive in a collaborative environment and are eager to help build out membership services. Your organizational skills will be key in keeping the team on track and assisting with product automation projects.
You have a passion for finance and technology, and you are excited about the opportunity to work with world-class advisors and state-of-the-art technology. You understand the importance of impeccable service and are committed to helping members navigate their financial lives. You are adaptable and willing to relocate if necessary, as this role requires presence in one of the company's hubs.
What you'll do
In this role, you will host onboarding sessions with members to ensure that the data collected is accurate and comprehensive. You will support the Financial Planning team by answering member questions and providing assistance with various inquiries. Your organizational skills will be essential as you help keep the team organized and assist with product automation projects. You will also play a role in building out the membership services, contributing to the overall mission of making quality financial advice accessible to millions.
What we offer
At Range, you will be part of a team that is transforming the wealth management industry. You will have the opportunity to work with cutting-edge technology and a team of financial experts. The company is committed to creating a diverse and inclusive workplace, and you will be encouraged to bring your unique perspective to the team. While specific benefits are not mentioned, you can expect a supportive work environment that values collaboration and innovation.
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