Range Networks
Senior Financial Planning Associate
McLean, VA · Senior
Sponsorship not specifiedDetected 73 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
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This listing is sourced directly from Range Networks's careers page and normalized into a canonical job model.