Range
Financial Planner
$100K–$200K
McLean, VA · 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 develop wealth-management 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.
- Help product and engineering teams prioritize and shape product plans and roadmaps.
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; significant experience using financial services technology.
Nice to have
- BS or BA in Finance, Accounting, or another related major.
- Interest in or passion for technology and changing the industry.
Pay
$100,000 – $200,000 USD base salary
AI focus
The company builds AI-powered wealth management; this role contributes financial-planning expertise and feedback to the development of proprietary tools.
Model-written summary · the original posting is authoritative