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Range FinanceRange FinanceMcLean, VA

Senior Financial Planning Associate

Supports senior financial planners by managing client inquiries, onboarding new members, reviewing investment plans, and re-engaging inactive clients at a fintech wealth management platform. Requires 1+ years experience, CFP pursuit, and strong organizational skills.

Salary not listed
On-site1+ YOEFinance & Accounting

About the role

Responsibilities

  • Shadow Senior and Lead Planners to build expertise in financial planning, investments, and tax strategy.
  • Manage the Planning Team inbox, triaging member questions, routing complex inquiries, and resolving straightforward requests.
  • Guide new members through onboarding, validating financial data and ensuring accuracy.
  • Conduct initial investment plan reviews to develop analytical skills.
  • Own outreach to inactive members to re-engage and maintain relationships.

Requirements

  • Working toward or holding a CFP® designation.
  • 1+ years of experience in wealth management, financial planning, or client services.
  • Strong organizational skills and clear, professional written communication.
  • Comfort with financial services technology and eagerness to learn new tools.
  • Enthusiasm for fintech and interest in technology reshaping wealth management.

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.

Skills

CfpFinancial PlanningWealth ManagementFintechFinancial ModelingInvestment AnalysisTax StrategyClient OnboardingCrm ToolsFinancial Services Technology
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