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 Planner • Mid-Level
Overview
Range is hiring a Financial Planner to craft financial plans for members and support them through a messaging platform. You'll collaborate with a team of wealth advisors to reinvent the wealth management space. This role requires experience in financial planning.
Job Description
Who you are
You are an experienced financial planner with a passion for reinventing the wealth management industry. You have a holistic approach to financial planning, understanding the diverse needs of clients from buying a house to planning for retirement. You thrive in collaborative environments and enjoy working with a team of experts to provide comprehensive financial advice. You are comfortable using technology to enhance client interactions and streamline financial planning processes.
You have a strong background in crafting personalized financial plans and are skilled in evaluating financial information to provide actionable insights. You are adept at communicating complex financial concepts in a clear and relatable manner, ensuring that clients feel confident in their financial decisions. You are committed to continuous learning and staying updated on industry trends and best practices.
What you'll do
In this role, you will be responsible for crafting tailored financial plans for members, utilizing your expertise to address their unique financial situations. You will support clients through an asynchronous messaging platform, ensuring they have access to the right advice when they need it. You will collaborate with your team of wealth advisors, leveraging each member's subject expertise to provide comprehensive support to clients.
You will partner with the product team to provide feedback and insights that will help shape the development of proprietary tools aimed at enhancing the financial planning experience. Your role will involve collecting and analyzing financial information, conducting evaluations and projections, and delivering custom financial plans that align with clients' goals.
You will play a key role in helping to disrupt the traditional financial planning model, making financial wellness accessible to a broader audience. You will engage with clients regularly, ensuring they receive ongoing support and guidance as their financial needs evolve. Your contributions will directly impact the success of Range's mission to provide innovative wealth management solutions.
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 you to share your ideas and contribute to the company's vision of transforming the wealth management industry. Join us in making financial wellness accessible for millions more people.
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