Financial Planning Associate

13 hours ago

Washington, United States Range Full time

Are you ready to disrupt? Range is an all-in-one wealth management platform built to reinvent the industry with state of the art technology, world class advisors, and data-driven insights to streamline your finances.

Harnessing the power of AI and backed by our incredible team of financial experts, the Range platform is developing proprietary tech and services that enable you to manage and plan for all aspects of your financial situation-from investment planning, to tax strategy, to retirement and estate planning-all in one place.

If you're interested in working with A+ talent (backed by Google's AI-fund, Gradient Ventures) to build a platform that is disrupting the wealth management industry and help millions of people access quality financial advice, you've come to the right place.

About the role

You will be responsible for supporting our Financial Planning team and helping us deliver impeccable service to our members.

What you'll do with us

  • Host onboarding sessions with members to ensure the data we've collected is accurate
  • Support the Financial Planning team with answering member questions
  • Keep the team organized and assist with product automation projects
  • Assist with building out our membership learning library
  • Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
What will set you apart
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification
  • 1+ years experience in a client-facing financial services roles
  • Exceptional investment acumen and knowledge of broader planning topics
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred
  • Experience using financial services technology
  • An interest in the tech industry and/or experience with start-ups
  • Consumer fintech experience
Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • 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 opportunity 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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