💼 About This Role

You'll work alongside Senior and Lead Planners at Range, a cutting-edge wealth management platform backed by Google's Gradient Ventures. You'll manage the Planning Team inbox, triaging member questions and resolving straightforward requests. This role offers a launchpad for a career in financial planning with hands-on mentorship.

🎯 What You'll Do

• Shadow Senior and Lead Planners to build expertise in financial planning
• Manage the Planning Team inbox, triaging member questions
• Guide new members through the onboarding process
• Conduct initial investment plan reviews

📋 Requirements

• 1+ years of experience in wealth management or financial planning
• Strong organizational skills and professional written communication
• Comfort with financial services technology
• Enthusiasm for fintech

✨ Nice to Have

• Working toward or holding a CFP® designation
• Experience with client services roles

🎁 Benefits & Perks

• 🏥 Comprehensive health coverage: Medical, dental and vision
• 🏦 401k plan
• 💻 Technology allowance
• 🌴 PTO
• 👶 Paid parental leave

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Team interview· 60 min