Financial Planning Associate, Range

Salary not provided

Junior level

New York

All-in-one wealth management dashboard

Open for applications

All-in-one wealth management dashboard

21-100 employees

FintechB2CArtificial IntelligenceInvestingMachine LearningFinancial ServicesSaaS

Open for applications

Salary not provided

Junior level

New York

21-100 employees

FintechB2CArtificial IntelligenceInvestingMachine LearningFinancial ServicesSaaS

Company mission

To eliminate your stress and improve your financial outcomes, no matter where you are on your money journey.

Job

Company

Role

Who you are

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or working toward the certification
1+ years experience in a client-facing financial services roles
Exceptional investment acumen and knowledge of broader planning topics
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Experience using financial services technology
An interest in the tech industry and/or experience with start-ups
Consumer fintech experience

What the job involves

You will be responsible for supporting our Financial Planning team and helping us deliver impeccable service to our members
Host onboarding sessions with members to ensure the data we've collected is accurate
Support the Financial Planning team with answering member questions
Keep the team organized and assist with product automation projects
Assist with building out our membership learning library
Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices

Our take

Due to inflation and the rising cost of living, the financial environment for all levels of earners has become increasingly strained. Furthermore, personal financial planning, especially for families and shared-income households, can take up a lot of time so there’s more of an onus than ever on financial planners and advisors to use the latest in technology to squeeze all the value possible out of one’s earnings. Range is one of these companies and has created an all-in-one wealth management platform for high earners.

Range’s solutions for wealth management include investment consultancy, tax, retirement, education, and estate planning as well as insurance optimisation. Alongside its teams of service providers, Range also uses AI to offer personalised customer guidance and evaluations.

With substantial Series A awarded in 2023, Range is a young company that emerged out of the pandemic and so has started out strong. It will use its funds to expand its product and engineering teams and speed up the development of its AI fintech tools.

Kirsty

Company Specialist at Welcome to the Jungle

Company

Funding (1 round)

May 2023

$12m

SERIES A

Total funding: $12m

Company benefits

Healthcare Benefits
Technology Allowance
Team Weeks
Salary + Equity Packages
Generous PTO
Paid Parental Leave

Company HQ

Tysons, VA

Articles

Range announces USD 12M funding round

Range raises $12m funded by Gradient, Google’s AI fund

Leadership

David Cusatis

(CTO)

Previously Software Engineer at Twitch, Amazon, IBM and Always Prepped.

Fahad Assan

(CEO)

Previously Investor at Activant Capital, Founding VP at Convoy Inc, Founder and CEO at Always Prepped and VP of Business Development at Intelliworks.

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