Financial Planner • Senior

Who you are

You are an experienced financial planner with a strong background in crafting comprehensive financial plans tailored to individual needs. With a passion for innovation in wealth management, you thrive in collaborative environments where you can share your expertise and contribute to a team-oriented approach. You understand the importance of providing ongoing support to clients through various communication channels, ensuring they feel confident in their financial decisions. Your ability to analyze financial information and create projections will be key in helping clients achieve their financial goals.

You are not just a great advisor; you are a forward-thinking professional eager to help reinvent the wealth management space through technology. You have experience working with diverse financial scenarios, from home buying to retirement planning, and you are adept at utilizing technology to enhance client interactions and streamline processes. You are committed to continuous learning and adapting to the evolving landscape of financial services.

Desirable

Experience with wealth management platforms or financial technology is a plus, as is familiarity with asynchronous communication tools that facilitate client engagement. You may also have a background in collaborating with product teams to provide insights that shape the development of financial planning tools. Your understanding of the latest trends in financial planning and technology will help you contribute to the company's mission of making financial wellness accessible to a broader audience.

What you'll do

In this role, you will be responsible for crafting personalized financial plans for members, ensuring that each plan aligns with their unique financial goals and circumstances. You will engage with clients through an asynchronous messaging platform, providing timely support and guidance as they navigate their financial journeys. Your collaborative spirit will shine as you work alongside a team of industry-leading wealth advisors, sharing insights and expertise to address client inquiries effectively.

You will play a crucial role in the ongoing development of Range's proprietary tools, partnering with the product team to lend your expertise and feedback. This collaboration will help shape the future of the platform, ensuring it meets the evolving needs of clients. You will collect and analyze financial information, conduct evaluations, and deliver custom plans that empower clients to take control of their financial futures.

Your contributions will not only impact individual clients but also help drive the company's mission to disrupt traditional financial planning. You will be an advocate for financial wellness, working to make it accessible for millions more people. Your role will involve staying informed about industry trends and best practices, allowing you to provide valuable insights that enhance the overall client experience.

What we offer

At Range, you will be part of a dynamic team that values collaboration and innovation. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. You will work in a supportive environment that encourages creativity and out-of-the-box thinking. As we continue to expand our reach and impact, you will have the chance to contribute to meaningful projects that make a difference in people's lives. Join us in our mission to reinvent the wealth management industry and help clients achieve their financial goals with confidence.