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 • Senior
Overview
Range is hiring a Senior Financial Planner to craft financial plans and support members through an innovative messaging platform. You'll collaborate with a team of wealth advisors to reinvent the wealth management space. This role is based in New York City.
Job Description
Who you are
You are an experienced Senior Financial Planner with a passion for reinventing traditional financial planning. You have a strong background in crafting comprehensive financial plans and enjoy collaborating with a team of wealth advisors to provide holistic support to clients. Your expertise allows you to navigate complex financial situations and offer tailored advice that meets the unique needs of each member. You thrive in a fast-paced environment and are excited about leveraging technology to enhance the client experience. You understand the importance of financial wellness and are committed to making it accessible to a broader audience.
What you'll do
In this role, you will be responsible for crafting detailed financial plans for members, ensuring that their financial goals are met through personalized strategies. You will utilize an asynchronous messaging platform to provide ongoing support, allowing members to access your expertise whenever they need it. Collaboration is key, as you will work closely with your team to address specific questions and dive into areas of subject expertise. Additionally, you will partner with the product team to lend your insights and feedback, helping to shape the development of proprietary tools that enhance the financial planning process. Your contributions will play a vital role in transforming the wealth management landscape and improving the financial outlook for countless individuals.
What we offer
At Range, you will be part of a dynamic team that values innovation and collaboration. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. You will have the chance to work in a supportive environment where your ideas are valued and your contributions make a real impact. Join us in our mission to make financial wellness accessible for millions more people.
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