Senior Financial Planning Associate

Responsibilities

• Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
• Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
• Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
• Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
• Own outreach to inactive members to re-engage and maintain strong member relationships

Preferred

• 1+ years of experience in wealth management, financial planning, or a client services role
• Comfort with financial services technology and an appetite to learn new tools
• Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management

About the role

This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.

This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.

What will set you apart

Working toward or holding a CFP® designation

Strong organizational skills and clear, professional written communication

Compensation

Base salary range: $90,000 - $140,000

This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.

Other compensation and benefits

• The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
• We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.

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

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.