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Range

AI-driven wealth management with CFP guidance

Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-time$90k - $120k

About the Job

Requirements

  • At least 5 years of experience in a direct sales capacity.
  • Previous experience selling to consumers.
  • Previous experience selling a software-as-a-service product.
  • Previous experience in the financial technology, wealth technology, or wealth management industry.
  • A bachelor's degree or equivalent experience.
  • Strong verbal and written communication skills, including the ability to call, connect, and interact with a wide range of people.

Responsibilities

  • Host demonstration presentations with potential members.
  • Build and maintain strong client relationships.
  • Meet or exceed monthly sales targets.
  • Manage and maintain a healthy sales pipeline and deal status.
  • Develop a deep understanding of products and services.
  • Stay updated on industry trends.

Desired Qualifications

  • SIE, Series 7, Series 65, Series 66, Certified Financial Planner, or similar designation preferred.

About the Company

Range

AI-driven wealth management with CFP guidance

Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.

Company size
201-500
Company stage
Series C
Total funding
$100M
Headquarters
McLean, VA
Founded
2021

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