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Range is building AI-powered wealth management software that consolidates investments, taxes, retirement planning, and estate planning into a single platform. The company is backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners, and is growing rapidly while maintaining a tight-knit team where individual contributions are visible and impactful.
This role is positioned as a launchpad for a career in financial planning rather than a pure support position. You will work directly alongside Senior and Lead Planners, gaining hands-on experience and mentorship while delivering exceptional service to Range's members.
Key responsibilities include:
- Shadowing Senior and Lead Planners to develop deep expertise in financial planning, investments, and tax strategy
- Managing the Planning Team inbox by triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests
- Guiding new members through onboarding, validating financial data and ensuring accuracy of client information
- Conducting initial investment plan reviews to develop analytical skills while supporting the broader planning team
- Outreach to inactive members to re-engage and maintain strong member relationships
The role is based at Range's headquarters in McLean, VA, with a Monday-Friday in-office requirement. Relocation to the area is a contingency for employment.
Requirements:
- Working toward or holding a CFP® (Certified Financial Planner) designation
- 1+ years of experience in wealth management, financial planning, or client services
- Strong organizational skills and clear, professional written communication
- Comfort with financial services technology and appetite to learn new tools
- Enthusiasm for fintech and interest in how technology is reshaping wealth management
