Range Networks
Senior Financial Planner
New York City · Senior
Sponsorship not specifiedDetected 164 days ago
AccountingTaxResearchLeadershipCommunicationCFA
About the role
- We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
- But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech.
- This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Bellevue.
Responsibilities
- Build and implement iterative financial plans and wealth strategies
- Maintain an in-depth understanding of financial planning, investments, and tax planning
- As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
- We give people an all-in-one place to manage all aspects of their financial outlook.
Requirements
- Experience with in depth tax planning and building tax projections for clients
- Exceptional investment acumen and knowledge of broader planning topics
Nice to have
- BS or BA in Finance, Accounting, or other related major preferred
Skills
- Strong organizational, leadership, and written communication skills
Compensation
- 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
Benefits
- Comprehensive health coverage: Medical, dental and vision
- Paid parental leave
- We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
- Range is the fast, flexible, holistic wealth management platform reinventing the industry.
- 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
Company info
- Be an active part of a collaborative team and share best practices
Equal opportunity
- equal opportunity workplace.
Visa & Work Authorization
- employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status
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