Financial Planner
RangeNew York, New York, United States • Virginia, United States • Seattle, Washington, United States
Posted February 9, 2026
Full Time
About the Company
Range is a fast, flexible, holistic wealth management platform that's reinventing the industry.
Job Description
Range is a fast, flexible, holistic wealth management platform that's reinventing the industry. We're looking for an experienced Financial Planner to join our team of industry-leading wealth advisors.
Requirements
- Active designation as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
- 4-8+ years experience in a client-facing financial services roles
- Experience with in-depth tax planning and building tax projections for clients
- 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
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