Senior Financial Planning Associate

At Range, we are building towards a world where anyone can live the financial life they imagine for themselves. We are building AI-powered wealth management—integrating investments, taxes, retirement, and estate planning into one comprehensive platform, rather than requiring users to juggle multiple advisors and apps. We are backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We are growing fast while remaining small enough that every individual's work is visible and impactful.

About the Role

This position is more than a support role; it is a launchpad for a career in financial planning. You will work closely with 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 are passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this opportunity is for you.

This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in the office Monday through Friday. Applicants not currently located in this area must be willing to relocate.

What You’ll Do With Us

• 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 the accuracy of client information.
• Conduct initial investment plan reviews, developing analytical skills while supporting the broader planning team.
• Own outreach to inactive members to re-engage and maintain strong member relationships.

What Will Set You Apart

• Working toward or holding a CFP® designation.
• 1+ years of experience in wealth management, financial planning, or a client services role.
• Strong organizational skills and clear, professional written communication.
• 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.

Benefits

• Comprehensive health coverage: Medical, dental, and vision.
• 401k plan.
• Technology allowance.
• Paid Time Off (PTO).
• Top of Market Pay.
• Paid parental leave.
• In-person team and 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.