Senior Financial Planner
RangeNew York, New York, United States • Virginia, United States • Seattle, Washington, United States • Austin, Texas, United States
Posted February 16, 2023
Full Time
About the Company
Range offers an all-in-one wealth management platform with expert advisory services for high earners.
Job Description
Range is a fast, flexible, and holistic wealth management platform that reinvents the industry. We're looking for an experienced financial planner to join our team of industry leading wealth advisors.
Requirements
- Active 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
- Exceptional investment acumen and knowledge of broader planning topics
Benefits
- Comprehensive 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
