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...
Overview
Range is hiring a Financial Planner to craft financial plans and support members through an innovative messaging platform. You'll collaborate with a team of wealth advisors and contribute to the development of proprietary tools. 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 space through technology. You have a strong background in crafting financial plans and providing ongoing support to clients, ensuring they feel confident in their financial decisions. You thrive in collaborative environments, working alongside a team of industry-leading wealth advisors to deliver exceptional service to members. You are adaptable and open to leveraging technology to enhance the financial planning experience for clients.
You understand the importance of holistic wealth management and are committed to making financial wellness accessible to a broader audience. Your expertise allows you to evaluate financial information, create projections, and deliver custom plans that meet the unique needs of each member. You are excited about the opportunity to partner with product teams to provide feedback and insights that will shape the future of financial planning tools.
What you'll do
In this role, you will be responsible for crafting comprehensive financial plans tailored to the needs of Range's members. You will utilize an asynchronous messaging platform to support clients, ensuring they have access to the expertise of the entire planning team rather than being limited to a single advisor. Your role will involve collecting financial information, conducting evaluations, and delivering personalized financial strategies that align with members' goals.
You will collaborate closely with the product team, sharing your insights and expertise to help develop proprietary tools that enhance the financial planning process. Your contributions will play a key role in shaping the future of wealth management at Range, as you work to disrupt traditional financial planning practices. You will also engage in ongoing communication with members, addressing their questions and providing guidance as they navigate their financial journeys.
What we offer
At Range, you will be part of a dynamic team that values innovation and collaboration. We offer a supportive work environment where you can thrive and make a meaningful impact on the lives of our members. Our commitment to diversity and inclusion ensures that all voices are heard and valued. Join us as we work to make financial wellness accessible for millions more people, and be part of a company that is dedicated to transforming the wealth management industry.
Interested in this role?
Apply now or save it for later. Get alerts for similar jobs at Range.
Similar Jobs You Might Like
Based on your interests and this role
Financial Planner
Range is hiring a Financial Planner to craft personalized financial plans for members and support them through an innovative messaging platform. This role requires collaboration with a team of wealth advisors and a passion for reinventing the wealth management space.
Financial Planner
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.
Tax Planner
Range is hiring a Tax Planner to provide expert tax planning and compliance services. You'll collaborate with Certified Financial Planners® to optimize tax strategies for clients. This role requires expertise in individual tax planning and a CPA or EA certification.
Financial Planner
Range is hiring a Senior Financial Planner to craft financial plans and support members through a messaging platform. You'll collaborate with a team of wealth advisors to reinvent the wealth management space. This role is based in McLean, VA.
Financial Planner
Range is seeking a Senior Financial Planner to craft financial plans and support members through an innovative wealth management platform. You'll collaborate with a team of advisors and partner with product teams to enhance proprietary tools. This role requires experience in financial planning.