Active designation(s) such as CFP, CPA, CFA, EA, or ECA.
6-9+ years in client-facing financial services roles.
Experience in tax planning and projections.
Strong investment acumen and knowledge of financial planning topics.
Experience with financial services technology.
Interest in the tech sector and willingness to innovate.
Excellent organizational, leadership, and communication skills.
Bachelor's degree in Finance, Accounting, or related field preferred.
Responsibilities
Understand members' financial goals to provide expert advice.
Develop and implement financial plans and strategies.
Stay current on financial planning, investment, and tax trends.
Collaborate with team members to share best practices.
Work with engineering and product teams to create product plans.
Research and recommend investment strategies.
Coordinate tax filings and estate planning for clients.
Benefits
Comprehensive health coverage: medical, dental, and vision.
401k plan.
Technology allowance.
Hybrid work opportunities for select employees.
Paid time off (PTO).
Paid parental leave.
In-person team and company events.
Full Job Description
About the role
We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Bellevue. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
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
What will set you apart
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
6-9+ 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
Benefits
Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events
About Deluxe Corporation
Deluxe Corporation is a provider of business products and services. The company was founded in 1915 and is headquartered in Shoreview, Minnesota. Deluxe offers a variety of products and services, including checks, forms, marketing materials, and website development. The company serves a wide range of customers, including small businesses, financial institutions, and non-profits. Deluxe has been recognized for its corporate social responsibility efforts, including its commitment to sustainability and diversity and inclusion. The company has also been recognized for its financial performance, including its revenue growth and profitability.
