Financial Planner
range · McLean
Job description
About the role
Range is building an AI‑powered wealth management platform and seeks an experienced Financial Planner to craft and support financial plans for members via an asynchronous messaging platform.
Key responsibilities
- Develop and iterate comprehensive financial, investment, tax, and estate plans for members.
- Collaborate with product and engineering teams to provide domain expertise and feedback on proprietary tools.
- Research and present investment strategies, coordinate tax filing and estate planning.
Required profile
- Active designation(s) such as CFP, CPA, CFA, EA, or similar.
- 4‑8+ years in client‑facing financial services roles.
- Deep experience in tax planning, tax projections, and delivering financial advice directly to consumers.
Required skills
- Financial planning, investments, and tax planning expertise.
- Strong knowledge of wealth management technology and financial services platforms.
What we offer
- Base salary $100,000 – $200,000 per year plus equity stock options.
- Comprehensive health coverage (medical, dental, vision) and 401k plan.
- Technology allowance, PTO, parental leave, and in‑person team events.
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Published 2 weeks ago
Expires 1 month from now
8 views · 0 interested
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range
McLean