Range
Financial Planner
$100K–$200K
Bellevue, WA · On-site · Full-time · Posted Oct 5, 2026
- Experience
- 4-8+ years in client-facing financial services roles.
- Education
- BS or BA in Finance, Accounting, or another related major preferred.
About the job
Create and deliver financial plans and wealth strategies for members, support them through messaging, and collaborate with product and engineering teams to improve financial-planning tools.
What you'll do
- Advise members on financial goals and build and implement financial plans and wealth strategies.
- Research and present investment strategies; coordinate tax filing and estate planning.
- Partner with product and engineering teams on product plans and roadmaps, contributing financial-planning expertise.
What they ask for
- Active CFP, CPA, CFA, EA, ECA, or similar designation.
- Experience with in-depth tax planning and building tax projections for clients.
- Significant experience delivering financial advice directly to consumers.
- Exceptional investment acumen and knowledge of broader planning topics.
Nice to have
- BS or BA in Finance, Accounting, or another related major.
- Interest in or passion for technology and desire to change the industry.
Pay
$100,000 – $200,000 USD base salary
Model-written summary · the original posting is authoritative