Financial Planner
Range(6 days ago)
About this role
Range is a wealth management platform focused on providing holistic financial guidance to clients. They are seeking an experienced Financial Planner to develop personalized financial plans, collaborate with product teams, and support clients using innovative technology.
Required Skills
- Financial Planning
- Investment Strategies
- Tax Planning
- Financial Advice
- Team Collaboration
- Financial Technologies
- Estate Planning
- Projections
- Client Management
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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