Range
Senior Financial Planner
$130K–$230K
McLean, VA · On-site · Senior · Full-time · Posted Oct 5, 2026
- Experience
- 6-9+ years in client-facing financial services roles.
- Education
- BS or BA in Finance, Accounting, or another related major preferred.
About the job
Creates and delivers financial plans and wealth strategies to members, supports them through asynchronous messaging, and helps improve Range’s financial-planning tools with product and engineering teams.
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.
- Collaborate with product and engineering teams on product plans and roadmaps, sharing financial-planning expertise.
What they ask for
- Active designation as a CFP, CPA, CFA, EA, ECA, or similar.
- 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
- Interest in or passion for technology and a desire to change the industry.
- BS or BA in Finance, Accounting, or another related major.
Pay
$130,000 - $230,000 USD base salary
Model-written summary · the original posting is authoritative