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Senior Financial Planner — AI-Powered Wealth Guidance
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-02
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Range is building AI-powered wealth management. We seek a Senior Financial Planner to craft financial plans and support members through our async messaging platform. You’ll collaborate with the team and contribute to product roadmap while helping clients reach financial goals.
You’ll join a cross-functional group, with opportunities to influence planning, investments, and tax strategies, based in McLean, VA, NYC, or Bellevue, with in-office work Mon–Fri and relocation if needed.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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