Senior Financial Planner



Accounting & Finance
United States · Remote
Posted on Friday, July 14, 2023

Range is the fast, flexible, revolutionary wealth management platform. We give people an all-in-one place to live their best financial life. 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.

This person will also partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of Range tools.

What you’ll do for 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 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 CFP, CPA, CFA 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 is preferred, but not required
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred


  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Hybrid workplace
  • Technology allowance
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • Virtual and 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.