About the position
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. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. 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, with pragmatic optimism; Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others; Trusted Relationships – Supportive and authentic with mutual respect for colleagues. In addition, the ideal candidate shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging, 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, and is a self-starter.
Responsibilities
- 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
- 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
Requirements
- Minimum: Bachelor’s Degree
- 0-3 years of financial planning experience desirable or equivalent financial planning coursework
- Obtainment of FINRA Series 65 required during first twelve months; registration handled by Modera’s compliance department
- Expected to progress towards obtaining the CFP® designation during first twelve months
- 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
- Occasional travel may be required
Benefits
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
