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Partner with the Controller and VP of Finance to build and maintain the AI-driven automations (Claude Cowork, MCP integrations) that power our recurring accounting workflows, turning manual processes into reliable, auditable, code-verified ones. As a Senior Accountant at Range, youll own the mechanics of our monthly close and our AP, AR, and payroll operations end-to-end, partner with the Controller on technical accounting, and help build the AI-powered automation that lets a small finance team move like a much larger one.

Range Finance, Inc.

Senior Accountant

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Write self-service docs, and build AI agents and automations that resolve common requests (password resets, access requests, app installs) without a human in the loop. Onboarding, role changes, and offboarding (planned and same-day) across Google Workspace, SSO-connected apps, VPN, password manager, Slack, and GitHub.

YEAR

Senior IT Engineer

You'll also serve as the primary point of coordination between the Norfolk practice and the firm's Investment Committee, and communicate investment strategy and portfolio positioning across a broad range of constituents, including senior investment professionals within the firm, the advisor community, colleagues within the practice, and clients. This is a highly visible, senior leadership role for an experienced equity portfolio manager who wants to run their own quantitative model, build and mentor a talented investment team, and be the trusted voice on strategy for advisors, colleagues, and clients across the practice.

Cerity Partners LLC

Director of Investments & Equity Management

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Holdings Inc

Vice President II, AI Risk and Governance

That means working continuously with key leads across business, product, technology, risk, and legal - not as a status-collector, but as the person who surfaces where execution is at risk, resolves the cross-functional tradeoffs that block progress, and keeps the program moving toward business outcomes rather than activity. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

VPII, Enterprise AI Portfolio Strategy Leader

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

Royal Bank of Canada

Client Associate

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FULL_TIME

Performs end-to-end analysis across systems, integrations, business processes, data flows, reporting, and user workflows, partnering with Product Management and Engineering teams to evaluate solution alternatives and recommend approaches that balance business value, customer needs, technical feasibility, and risk. Analyzes client feedback, operational data, competitive offerings, and market trends to identify opportunities for product improvements and influence enhancement priorities, implementation strategies, and roadmap planning.

Envestnet

Senior Product Business Analyst

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A track record building consumer or prosumer products in fintech, wealthtech, or another regulated industry -- wealth management or financial planning experience is a strong plus. Work hand-in-hand with our financial planners and advisors to make sure product decisions reflect real advisory workflows, member needs, and regulatory realities.

Head of Product

Cerity Partners

Range

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This role has a target annual commission of $75,000, bringing expected on-target earnings to $175,000-$215,000 depending on base salary placement. Backed by Google's AI-focused Gradient Ventures and Cathay Innovations, we're assembling a team of top talent to make quality financial advice accessible to millions.

Senior Account Executive

Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care. Youll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members.

Senior Financial Planning Associate

This role has a target annual commission of $75,000, bringing expected on-target earnings to $175,000–$215,000 depending on base salary placement. Backed by Google’s AI-focused Gradient Ventures and Cathay Innovations, we’re assembling a team of top talent to make quality financial advice accessible to millions.

Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members.

A growing part of the firm is its Multi-Family Office practice, which serves high-net-worth and ultra-high-net-worth families with customized advice and coordination across investment management, estate and wealth transfer planning, tax, insurance and risk management, philanthropy, concierge services, and family education and governance. The Family Office team develops a deep understanding of each family and works closely with family members and their outside advisors—including attorneys, accountants, trustees, and other professionals—to provide an integrated approach to managing complex financial affairs.

ECG Resources

Relationship Manager

Crelate

Build and maintain a strong partnership with Regional Managing Director (RMD) counterparts to proactively identify advisor and client needs and implement solutions that drive business success and an exceptional client experience. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital Management LLC

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE

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The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Morgan Stanley

Vice President, Financial Planning Director (Southeast Region)

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Fairfax, VA)

As an Account Manager at Range, you'll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base.

Wealth Advisor Jobs in Virginia

Senior Accountant Range Finance, Inc.

Senior IT Engineer Range Finance, Inc.

Director of Investments & Equity Management Cerity Partners LLC

Vice President II, AI Risk and Governance LPL Financial Holdings Inc

VPII, Enterprise AI Portfolio Strategy Leader LPL Financial Holdings Inc

Client Associate Royal Bank of Canada

Senior Product Business Analyst Envestnet

Head of Product Range Finance, Inc.

Director of Investments & Equity Management Cerity Partners

Head of Product Range

Senior Account Executive Range Finance, Inc.

Senior Financial Planning Associate Range Finance, Inc.

Senior Account Executive Range

Senior Financial Planning Associate Range

Relationship Manager ECG Resources

REGIONAL MANAGING DIRECTOR, CLIENT SERVICE Cresset Capital Management LLC

Senior Estate Planning Strategist Osaic

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Director, Financial Planning (Fairfax, VA) Edelman Financial Engines

Account Manager Range Finance, Inc.

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