About the roleThis is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
What you'll do with us :- Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
- Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
- Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
- Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
- Own outreach to inactive members to re-engage and maintain strong member relationships
What will set you apart:- Working toward or holding a CFP® designation
- 1+ years of experience in wealth management, financial planning, or a client services role
- Strong organizational skills and clear, professional written communication
- Comfort with financial services technology and an appetite to learn new tools
- Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management
Benefits- Comprehensive health coverage: Medical, dental and vision
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
- In-person team & company events
