Account Executive
Range(1 month ago)
About this role
Range is developing AI-powered solutions to simplify financial management for its members by integrating technology with human expertise in wealth management. The company offers a holistic platform that covers investments, taxes, retirement, and estate planning, aiming to enhance member experience.
Required Skills
- Sales
- Customer Relations
- SaaS
- FinTech
- Wealth Management
- Communication
- Presentation
- Relationship Building
- Industry Trends
- Financial Products
About Range
www.range.comRange is an innovative wealth management platform designed to provide comprehensive financial services for high-income earners, including investment strategy, tax optimization, retirement planning, real estate management, and cash flow analysis. Their team of Certified Financial Planners works closely with members to deliver personalized financial advice through a user-friendly interface, ensuring members can access their financial data and insights anytime. Emphasizing transparency, Range operates on a flat-fee pricing model with no hidden costs, allowing clients to make informed financial decisions without the burden of traditional asset management fees. With a focus on leveraging technology, Range aims to simplify and enhance financial management for professionals seeking to optimize their wealth strategies.
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