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Range FinanceRange FinanceBellevue, WA

Financial Planner

Crafts personalized financial plans and wealth strategies for members via asynchronous platform, collaborating with team on expertise areas. Partners with product/engineering to enhance proprietary tools; requires CFP/CPA/CFA or similar, 4+ years client-facing financial services experience.

Salary not listed
On-site4+ YOEFinance & Accounting

About the role

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

Requirements

  • 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
  • 4-8+ 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
  • BS or BA in Finance, Accounting, or other related major preferred

Skills

CfpCPACfaFinancial PlanningTax PlanningInvestment StrategiesEstate PlanningFinancial Services Technology
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