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Financial Planner at Range

Department: Financial Planning

Setup
On-site
Location
McLean, Virginia
Type
Full-time
Level
mid
Posted

Description

Range is hiring an experienced Financial Planner to build and implement financial plans and wealth strategies for members, advise on investments and tax planning, coordinate tax filing and estate planning, and support the product and engineering teams with feedback on proprietary tools. The role is based at Range’s headquarters in McLean, Virginia, or one of its hubs in New York City or Seattle, with employees working in the office Monday through Friday; relocation is a contingency for candidates not already located in one of these areas. The position requires 4–8+ years of client-facing financial services experience, significant consumer financial advice experience, tax planning expertise, investment acumen, and financial services technology experience, with a CFP, CPA, CFA, EA, ECA, or similar designation preferred.

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