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Range · 4 months ago

Senior Financial Planner

New York City

Full-time

Hybrid

Senior Level

5+ years exp

Range is a holistic wealth management platform that aims to reinvent the financial planning industry. They are seeking an experienced financial planner who will craft financial plans for members, collaborate with a team of advisors, and partner with product teams to enhance their proprietary tools.

AdviceArtificial Intelligence (AI)Financial ServicesFinTechWealth Management

Responsibilities

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals

Build and implement iterative financial plans and wealth strategies

Maintain an in-depth understanding of financial planning, investments, and tax planning

Be an active part of a collaborative team and share best practices

Assist our engineering and product teams with prioritizing and creating product plans and roadmaps

Research and present investment strategies

Coordinate tax filing and estate planning

Qualification

Certified Financial Planner (CFP)Certified Public Accountant (CPA)Chartered Financial Analyst (CFA)Financial planningTax planningInvestment strategiesFinancial services technologyClient-facing experienceInterest in techIn FinanceLeadership skillsWritten communicationOrganizational skills

Required

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

5-8+ 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