Range
Senior Financial Planner
McLean, VA · Senior
Sponsorship not specifiedDetected 39 days ago
AccountingTaxResearchLeadershipCommunication
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
This listing is sourced directly from Range's careers page and normalized into a canonical job model.