Financial Planning Manager

Modera Wealth Management•Charlotte, NC

1d•Hybrid

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 fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm.

Requirements

Bachelor’s Degree required
CFP certification
Minimum 5-7 years of experience in a wealth management related or financial services field
Minimum 3-5 years of financial planning experience
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude
Occasional travel may be required

Responsibilities

Work closely with the Director of Financial Planning to execute on strategic initiatives, complete research projects and feedback loops, and ensure high-quality, consistent planning delivery across the organization
Implement firm-wide financial planning workflows, templates, and processes
Coordinate the rollout of new planning deliverables and tool features
Support planning pilots and advisor testing groups; collect and organize feedback
Works closely with planning platform administrator to drive usage of financial planning tools (i.e.: eMoney, Holistiplan, SSAnalyzer)
Provides research and rationale for firm-level planning assumptions, settings, and integrations
Manage the “Voice of the Advisor” feedback loop (surveys, interviews, etc.)
Assist in drafting and publishing the Planning Roadmap and monthly updates
Schedule and help facilitate the Planning Advisory Panel and pilot group meetings