Range Finance, Inc.
Senior Financial Planner
Range Finance, Inc., Seattle, Washington, us, 98127
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 roleWe’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 usGain 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 apartActive 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
BenefitsComprehensive 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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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 apartActive 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
BenefitsComprehensive 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.
#J-18808-Ljbffr