Range
Senior Financial Planner
$130K–$230K
New York City · 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
Develop financial plans and wealth strategies for members, provide ongoing advice through messaging, and help improve Range’s financial planning tools with product and engineering teams.
What you'll do
- Build and implement financial plans and wealth strategies, advising members on their goals.
- Research and present investment strategies; coordinate tax filing and estate planning.
- Advise product and engineering teams on product plans and roadmaps for financial planning tools.
What they ask for
- Active designation such as CFP, CPA, CFA, EA, ECA, or similar.
- 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
- BS or BA in Finance, Accounting, or a related major.
- Interest in or passion for technology and changing the industry.
Pay
USD $130,000 - $230,000 base salary
Model-written summary · the original posting is authoritative