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Financial Planner – Wealth Management

range · Bellevue

Onsite Senior 100,000 - 200,000 USD/year 🇬🇧 English
tax planning financial services technology

Job description

About the role

Range is seeking an experienced Financial Planner to join its team of wealth advisors. Reporting to the General Manager of Financial Planning, you will craft and support financial plans for members through an asynchronous messaging platform.

Key responsibilities

  • Develop and iterate comprehensive financial plans and wealth strategies for members.
  • Collaborate with product and engineering teams to provide expertise for proprietary tools.
  • Research and present investment strategies, coordinate tax filing and estate planning.

Required profile

  • 4‑8+ years in client‑facing financial services roles.
  • Active CFP, CPA, CFA, EA, or similar designation.
  • Strong organizational, leadership, and written communication skills.

Required skills

  • In‑depth tax planning and projection building.
  • Investment advisory and portfolio strategy.
  • Use of financial services technology platforms.

What we offer

  • Base salary $100,000‑$200,000 plus equity stock options.
  • Comprehensive health coverage, 401k, PTO, parental leave.
  • Hybrid work options for select employees.

Questions fréquentes

Le salaire proposé pour ce poste est de 100-200k USD par an. Le détail figure dans l'annonce.
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Source : ats:ashby

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Published 4 weeks ago

Expires 1 month from now

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range

Bellevue

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