Senior Financial Planner

New York City. Posted a month ago

The role

The Senior Financial Planner will craft financial plans for members and support them through an asynchronous messaging platform. This person will also partner with the product team to provide expertise for building proprietary tools.

What you will do

Gain a deep understanding of members' unique needs and aspirations to advise them on financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

Required qualifications

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills

Nice to have

BS or BA in Finance, Accounting, or other related major preferred

Benefits

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
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 already located in McLean, VA, New York City, or Bellevue

About the company

Range is a wealth management platform that provides an all-in-one place to manage financial outlooks. The team builds WealthTech to make financial wellness accessible.