Financial Planner

2 months ago

Seattle, United States Range Finance, Inc. Full time

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them. Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people About the role We’re looking for an experienced financial planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking. 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. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools. What you’ll do with us Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals

Build and implement iterative financial plans and wealth strategies

Maintain an in-depth understanding of financial planning, investments, and tax planning

Be an active part of a collaborative team and share best practices

Assist our engineering and product teams with prioritizing and creating product plans and roadmaps

Research and present investment strategies

Coordinate tax filing and estate planning

What will set you apart 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

5-8+ years experience in a client-facing financial services roles

Significant experience in delivering financial advice directly to consumers

Exceptional investment acumen and knowledge of broader planning topics

Significant experience using financial services technology

Interest in or passion for the tech space, and a desire to change the industry

Strong organizational, leadership, and written communication skills

BS or BA in Finance, Accounting, or other related major preferred

Benefits Comprehensive health coverage: Medical, dental and vision

401k plan

Technology allowance

Hybrid work environment opportunities available for select employees

PTO

Top of Market Pay

Paid parental leave

In-person team & company events

Range is proud to be an equal opportunity workplace. 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. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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