Financial Planner
Range · New York EN
MakeYouFirst tailors your CV to this job, writes the cover letter, finds the recruiter’s email and sends the application from your own mailbox, once you approve it.
In brief
Range is hiring: Financial Planner in New York.
Duties
- We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager…
- This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging…
- Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject…
- But we’re looking for more than just a great advisor - you’ll be a key component of helping to reinvent the wealth management space through tech.
- From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to…
Excerpt from the ad
Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook…
Source: ad by Range, published on Careers pages (ATS). MakeYouFirst summarises this ad; the advertiser remains responsible for its content.
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