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 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.
Job Description
Who you are
You are an experienced Financial Planner with a strong background in crafting personalized financial plans. You thrive in collaborative environments and enjoy working with a team of wealth advisors to provide holistic financial guidance. You are passionate about using technology to enhance the financial planning experience and make financial wellness accessible to a broader audience.
You have a deep understanding of various financial products and strategies, enabling you to provide tailored advice to clients. Your communication skills are exceptional, allowing you to explain complex financial concepts in a clear and relatable manner. You are comfortable using asynchronous messaging platforms to engage with clients and address their financial questions.
What you'll do
In this role, you will be responsible for developing comprehensive financial plans for members, taking into account their unique financial situations and goals. You will collaborate with your team to ensure that members receive the best possible advice and support, leveraging the expertise of various planners based on specific client inquiries. You will also partner with the product team to provide insights and feedback on the development of proprietary tools that enhance the financial planning process.
Your responsibilities will include collecting financial information from clients, conducting evaluations and projections, and delivering customized financial plans. You will play a key role in helping to reinvent the wealth management space through innovative technology solutions. You will also be expected to stay updated on industry trends and best practices to continuously improve the services offered to clients.
What we offer
At Range, you will be part of a dynamic team that is dedicated to disrupting the traditional financial planning industry. We offer a collaborative work environment where your ideas and contributions are valued. You will have the opportunity to work with industry-leading wealth advisors and be part of a mission to make financial wellness accessible to millions.
We provide competitive compensation and benefits, along with opportunities for professional growth and development. Join us as we build the next big thing in WealthTech and help clients achieve their financial goals.
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