# Senior Financial Planning Associate

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** McLean, VA
**Role:** Finance & Accounting
**Experience:** 1+ years
**Skills:** Cfp, Financial Planning, Wealth Management, Fintech, Financial Modeling, Investment Analysis, Tax Strategy, Client Onboarding, Crm Tools, Financial Services Technology
**Posted:** 2026-05-11

> 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.

## Job Description

## 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.

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