This position presents a unique opportunity to develop financial planning and investment management knowledge as well as learn the operational requirements of delivering comprehensive wealth management services. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to partner.

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.

We are seeking individuals who embody Modera’s core values:

  • Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done
  • Contagious Growth Mindset – a continuous learner with intellectual curiosity that inspires others
  • Pragmatic Optimism – a positive attitude grounded in realism

In addition, the ideal candidate:

  • Shares our commitment to diversity and an inclusive working environment
  • Is extremely organized with excellent attention to detail
  • Is capable of prioritizing and managing multiple tasks concurrently
  • Thrives in an environment focused on creative problem solving
  • Is an engaging and charismatic communicator
  • Has a passion for excellent service
  • Is a self-starter

As a Planning Associate, you will assist the client service team with custodian procedures/transactions, while learning and applying all aspects of wealth management: investment management, tax planning, insurance analysis, estate planning, and retirement accumulation/decumulation strategies. You will prepare for, participate in, and follow up after meetings, helping with virtually all aspects of ongoing client service including proactive client outreach and responding to client inquiries.

Initial job responsibilities include but are not limited to:

  • Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
  • Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
  • Assisting with preparation for client meetings
  • Preparing client Investment Policy Statements and asset allocation reports
  • Communicating with clients, as well as their accountants and attorneys, verbally and in writing
  • Attending client meetings and assisting with documentation and follow up actions
  • Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings

Over time, responsibilities will evolve to include more client interactions and increased responsibilities, such as:

  • Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
  • Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding
  • Assisting clients with the implementation of their financial plans
  • Participating in client meetings to support the primary relationship manager
  • Reviewing and interpreting investment allocation trading reports
  • Collaborating with the client service team to facilitate and monitor client service activities
  • Researching financial planning strategies and potential tax law changes

Qualifications for this position:

  • Minimum: Bachelor’s Degree
  • 0-3 years of financial planning experience desirable or equivalent financial planning coursework
  • Desire to obtain the CFP® designation; progress toward that goal is a plus
  • Proven analytical and problem-solving skills
  • Detail-oriented with focus on accuracy
  • Highly proficient in computer software, including Microsoft Office
  • Excellent written and verbal communication skills
  • Team player, able to work well with all levels of the firm, and pitch in wherever needed

What we offer:

  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Group Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work

No phone calls.  Please direct your cover letter and resume to:  Careers@ModeraWealth.com.  All inquiries will be held in the strictest confidence.  For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.rs/ria/2020

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