Senior Financial Planning Associate

About the role

Join Range’s fast‑growing AI‑powered wealth management team in McLean, VA. This position offers a launchpad into financial planning, providing mentorship from senior planners and direct impact on member experiences.

Key responsibilities

• Shadow Senior and Lead Planners to develop expertise in financial planning, investments, and tax strategy.
• Manage the Planning Team inbox, triage member questions, route complex inquiries, and resolve straightforward requests.
• Guide new members through onboarding, validate financial data, and ensure client information accuracy.
• Conduct initial investment plan reviews and own outreach to inactive members to re‑engage them.

Required profile

• Working toward or holding a CFP® designation.
• 1+ years experience in wealth management, financial planning, or client services.
• Strong organizational skills and professional written communication.
• Enthusiasm for fintech and technology‑driven wealth management.

Required skills

• Financial services technology proficiency.
• Analytical skills for investment plan reviews.

What we offer

• Base salary $90,000‑$140,000 per year.
• Equity via stock options.
• Comprehensive health coverage (medical, dental, vision).
• 401k plan, technology allowance, PTO, top‑of‑market pay, paid parental leave.
• In‑person team and company events.