Senior Financial Planner
RangeNew York, New York, United States • Virginia, United States • Bellevue, Washington, United States
Posted February 9, 2026
Full Time
About the Company
Range is a proud equal opportunity workplace that is 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.
Job Description
Range is a fast, flexible, holistic wealth management platform that is reinventing the industry. We are looking for a Senior Financial Planner to join our team and help us make financial wellness accessible for millions more people.
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
- 6-9+ 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
Benefits
- Comprehensive health coverage
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
- In-person team & company events