Range
Lead Planner
$180K–$280K
McLean, VA +2 · On-site · Full-time · Posted Oct 19, 2026
- Location
- McLean, VA
Bellevue, WA
New York, NY - Experience
- 9+ years in client-facing financial services roles.
- Education
- BS or BA in Finance, Accounting, or another related major preferred.
About the job
Leads financial planners while advising members and partnering with product and engineering teams to improve Range’s financial planning tools.
What you'll do
- Advise members on financial goals and build and implement financial plans and wealth strategies.
- Manage and support a team of financial planners while delivering planning services directly to members.
- Partner with product and engineering teams on product plans and roadmaps; research and present investment strategies and coordinate tax filing and estate planning.
What they ask for
- Active CFP, CPA, CFA, EA, ECA, or similar designation.
- Experience with in-depth tax planning and building client tax projections.
- Significant experience delivering financial advice directly to consumers.
- Exceptional investment acumen and knowledge of broader planning topics.
Nice to have
- Strong organizational, leadership, and written communication skills; interest in technology and changing the industry.
- BS or BA in Finance, Accounting, or another related major.
Pay
$180,000 - $280,000 USD base salary
Model-written summary · the original posting is authoritative