Financial Planning Associate
7 days ago
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.
Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.
Join us in transforming the wealth management industry. Backed by Google's AI-focused Gradient Ventures and Cathay Innovations, we're assembling a team of top talent to make quality financial advice accessible to millions. If you're ready to create a groundbreaking platform and make a lasting impact, join Range.
About the role
You will be responsible for supporting our Financial Planning team and helping us deliver impeccable service to our members.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, Seattle, or Austin. Employees hired for this position will work in office Monday-Friday. If you are not currently located in one of these areas, your willingness to relocate will be a contingency for employment.
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
- 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
- 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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