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Salary: USD 180,000 - 280,000 / annual
Range is an AI-powered wealth management platform backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners. The company is transforming financial services by combining cutting-edge technology with human expertise to help members manage investments, taxes, retirement planning, and estate management through a unified platform.
You will join Range's Financial Planning team as a Lead Planner, reporting directly to the General Manager of Financial Planning. This is a dual-track role: you'll manage a team of financial planners while remaining hands-on with client planning and member experience. You'll be instrumental in reinventing wealth management through technology, partnering closely with product and engineering teams to shape the company's proprietary planning tools.
Key responsibilities include:
- Developing deep understanding of members' financial needs and aspirations to provide confident advisory
- Building and implementing iterative financial plans and wealth strategies
- Maintaining expertise in financial planning, investments, and tax planning
- Collaborating with the team to share best practices and drive continuous improvement
- Partnering with engineering and product teams to prioritize and create product plans and roadmaps
- Researching and presenting investment strategies
- Coordinating tax filing and estate planning services
Range operates from headquarters in McLean, VA with hub locations in New York City and Bellevue. The role requires in-office presence Monday through Friday. Relocation support is available for exceptional candidates.
REQUIREMENTS:
- Active professional designation: CFP (Certified Financial Planner), CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), EA (Enrolled Agent), ECA (Equity Compensation Associate), or similar
- 9+ years of experience in client-facing financial services roles
- Deep expertise in tax planning and building tax projections for clients
- Significant experience delivering financial advice directly to consumers
- Strong investment acumen and knowledge of broader planning topics
- Demonstrated experience using financial services technology
- Interest in or passion for the tech space and desire to change the industry
- Strong organizational, leadership, and written communication skills
- BS or BA in Finance, Accounting, or related field (preferred)
