Senior Financial Planning Associate

The role

You will shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy. You will manage the Planning Team inbox, guide new members through onboarding, and conduct initial investment plan reviews.

What you will do

• Shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy
• Manage the Planning Team inbox
• Triage member questions
• Route complex inquiries to Senior Planners
• Independently resolve straightforward requests
• Guide new members through the onboarding process
• Validate financial data and ensure accuracy of client information
• Conduct initial investment plan reviews
• Own outreach to inactive members to re-engage and maintain strong member relationships

Required qualifications

• 1+ years of experience in wealth management, financial planning, or a client services role
• Strong organizational skills
• Clear, professional written communication
• Comfort with financial services technology
• Appetite to learn new tools
• Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management

Nice to have

• Working toward or holding a CFP® designation

Benefits

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave
• In-person team & company events

Before you apply

• Willingness to relocate is a contingency for employment if not currently located in the area

About the company

Range is building AI-powered wealth management. The company is backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.