Range
Senior Financial Planning Associate
McLean, VA · Senior
Sponsorship not specifiedDetected 72 days ago
OnboardingCommunicationMentoringOrganizational Skills
About the role
- it's a launchpad for a career in financial planning.
- If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
- This role is based at Range's Headquarters in McLean, VA.
Responsibilities
- Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
- Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
- Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
- Own outreach to inactive members to re-engage and maintain strong member relationships
- This is more than a support role
- This is more than a support role; it's a launchpad for a career in financial planning.
- As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
- At Range, we're building towards a world where anyone can live the financial life they imagine for themselves.
- If that sounds like a mission you want to be a part of, let's create it together.
- We're building AI-powered wealth management.
Requirements
- 1+ years of experience in wealth management, financial planning, or a client services role
Skills
- Strong organizational skills and clear, professional written communication
- Comfort with financial services technology and an appetite to learn new tools
Benefits
- Comprehensive health coverage: Medical, dental and vision
- Paid parental leave
- We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
- Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps.
Equal opportunity
- equal opportunity workplace.
Visa & Work Authorization
- al employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status
This listing is sourced directly from Range's careers page and normalized into a canonical job model.