Senior Financial Planner, Tech-Driven Wealth Strategy

A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services.

This position offers comprehensive benefits in a hybrid work environment.
The following opportunity is for a Senior Financial Planner, Tech-Driven Wealth Strategy with Range. Join us at Range as our next Senior Financial Planner, Tech-Driven Wealth Strategy in McLean, VA, United States. We are currently recruiting a Senior Financial Planner, Tech-Driven Wealth Strategy for our team in McLean, VA, United States. This is a genuine opening to take on the Senior Financial Planner, Tech-Driven Wealth Strategy role at Range.