Planning - L7 - Lead Planner

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

About the role

We’re looking for an experienced Lead Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be managing a team of financial planners while still staying hands on with planning and providing an incredible experience for our members.

But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to share their expertise and provide feedback as we continue to build out our suite of proprietary tools.

We're excited to hire this role at Range's Headquarters in McLean, VA, or one of our hub locations in New York City and Bellevue. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation as part of your journey to joining us.

What you’ll do with us

• 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

What will set you apart

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

• 9+ 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
• BS or BA in Finance, Accounting, or other related major preferred