Senior Financial Planning Associate
- Pay
- $90,000 – $140,000 per year
- Location
- McLean, VA · On-site
- Job type
- Full-time
- Level
- Senior
- Experience
- 1+ year
- Listed
- 30 days ago
Skills & highlights for this role
- CFP designation (working toward or held)
- financial planning
- investment planning
- tax strategy
- client onboarding
Also useful
- fintech tools
- CFP®
Stated benefits & perks
- Medical
- Dental
- Vision
- 401k
- Pto
About the role
This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
What you’ll do with us
- Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
- Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
- Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
- Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
- Own outreach to inactive members to re-engage and maintain strong member relationships
What will set you apart
- Working toward or holding a CFP® designation
- 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 an appetite to learn new tools
- Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management
Compensation
Base salary range: $90,000 - $140,000
This is the base salary range we expect in good faith to pay for this role at the time of posting. Where an offer lands within the range depends on the scope and complexity of work the candidate can own independently and demonstrated depth at this level.
Other compensation and benefits
- The range above reflects base salary only. Our offer packages also include equity in the form of stock options, so total compensation for this role will exceed the base salary range.
- We do not ask for or consider salary history. You are welcome to ask questions about compensation at any point in the process.
Benefits
- Comprehensive health coverage: Medical, dental and vision
- 401k plan
- Technology allowance
- PTO
- Top of Market Pay
- Paid parental leave
- In-person team & company events
About Range
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.
We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.
Equal opportunity and legal notices
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.
From Range's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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More at Range
All Range jobsCommon questions
What is the salary for the Senior Financial Planning Associate role at Range?
The Senior Financial Planning Associate posting at Range states compensation of $90,000 – $140,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Range's official career site.
Where is the Senior Financial Planning Associate job at Range located?
This Senior Financial Planning Associate position at Range is located in McLean, VA (On-site). Always check Range's application page for specific state eligibility or relocation policies.
What qualifications are required for Senior Financial Planning Associate at Range?
For the Senior Financial Planning Associate role, Range highlights 1+ year of relevant experience; experience with financial planning, investment planning, tax strategy, client onboarding. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Senior Financial Planning Associate position at Range?
This listing links directly to Range's Ashby application page. You can apply directly on Range's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.