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Senior Financial Planning Associate at Range in McLean, VA
Job Description
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
This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
What you’ll do with us :
Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
Own outreach to inactive members to re-engage and maintain strong member relationships
What will set you apart:
Working toward or holding a CFP® designation
1+ years of experience in wealth management, financial planning, or a client services role
Strong organizational skills and clear, professional written communication
Comfort with financial services technology and an appetite to learn new tools
Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management
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.