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 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.
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. Your collaborative spirit allows you to work effectively with a team of wealth advisors, ensuring that clients receive the best possible support and expertise.
You thrive in a fast-paced environment and are excited about leveraging technology to enhance the financial planning experience. Your ability to communicate complex financial concepts in an accessible manner makes you a trusted advisor to clients. You are committed to continuous learning and staying updated on industry trends to provide the most relevant advice.
What you'll do
In this role, you will be responsible for crafting personalized financial plans for members, utilizing your expertise to guide them through various financial decisions. You will support clients through an asynchronous messaging platform, ensuring they have access to the entire team of advisors for comprehensive assistance. Your role will involve collecting financial information, conducting evaluations and projections, and delivering custom plans tailored to each member's unique situation.
You will also 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 process. Your contributions will play a key role in making financial wellness accessible to a broader audience, as you help to disrupt traditional financial planning methods.
What we offer
At Range, you will be part of a dynamic team that values collaboration and innovation. We offer a supportive work environment where your ideas and contributions are valued. You will have the opportunity to work with industry-leading wealth advisors and be at the forefront of transforming the wealth management landscape. We encourage you to apply even if your experience doesn't match every requirement, as we believe in the potential of diverse backgrounds and perspectives.
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