Senior Financial Planner

Range(6 days ago)

New York, NYOnsiteFull TimeSenior$139,949 - $188,446 (estimated)Financial Planning

About this role

Range is a wealth management platform that provides an all-in-one solution for managing financial goals, offering personalized advice and collaborative planning. They are seeking an experienced Senior Financial Planner to craft and support financial plans for members, collaborating with product teams to improve their tools and services.

View Original Listing

Required Skills

Financial Planning
Investment Strategies
Tax Planning
Wealth Management
Financial Advice
Estate Planning
Financial Services Technology
Client Relations
Collaborative Practice

About Range

www.range.com

Range 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.

View more jobs at Range →