Senior Financial Planner

About the role

Range is building an AI‑powered wealth management platform and seeks an experienced Senior Financial Planner to craft financial plans for members and support them via an asynchronous messaging platform.

Key responsibilities

• Gain a deep understanding of members’ unique needs and advise on financial goals.
• Build and implement iterative financial plans and wealth strategies.
• Maintain expertise in financial planning, investments, and tax planning.
• Collaborate with engineering and product teams to shape product roadmaps.
• Research and present investment strategies, coordinate tax filing and estate planning.

Required profile

• Active designation(s) such as CFP, CPA, CFA, EA, or similar.
• 6‑9+ years of client‑facing financial services experience.
• In‑depth tax planning and tax projection experience.
• Significant experience delivering financial advice directly to consumers.
• Strong organizational, leadership, and written communication skills.

What we offer

• Base salary $130,000‑$230,000 plus equity stock options.
• Comprehensive health coverage (medical, dental, vision).
• 401k plan and PTO.
• Hybrid work options for select employees.
• Top‑of‑market pay and paid parental leave.