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Financial Planner
Range
Seattle, NY
Category
Accounting
Apply for Job
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
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