Range
Senior Financial Planning Associate
$90K–$140K
McLean, VA +1 · On-site · Senior · Full-time · Posted Oct 5, 2026
- Location
- McLean, VA
New York, NY - Experience
- 1+ years in wealth management, financial planning, or a client services role.
About the job
Supports Range’s financial planning team by assisting members, reviewing investment plans, and developing expertise in financial planning, investments, and tax strategy.
What you'll do
- Manage and triage the Planning Team inbox, resolving straightforward member requests and routing complex ones to Senior Planners.
- Guide new members through onboarding and validate their financial data.
- Conduct initial investment plan reviews and re-engage inactive members.
What they ask for
- 1+ years of experience in wealth management, financial planning, or a client services role.
- Strong organizational skills and clear, professional written communication.
- Comfort with financial services technology and willingness to learn new tools.
Nice to have
- Working toward or holding a CFP® designation.
- Enthusiasm for fintech and interest in technology’s impact on wealth management.
Pay
$90,000 - $140,000 USD base salary
AI focus
The company builds AI-powered wealth management, but the posting does not specify AI work for this role.
Model-written summary · the original posting is authoritative