Comprehensive wealth management firm with offices in Atlanta, Boston, Florida, and Northern NJ seeks a Financial Planning Advisor to join its team. Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for three years (2012, 2013 and 2015). The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position located in Inverness, FL.
Job responsibilities include but are not limited to:
Support the development of comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation and risk management.
Communicate with clients on the implementation of their financial plans and tracking of open items.
Participate in client meetings to support the primary relationship manager.
Collaborate with investment team to manage client portfolios and provide research on investment products.
Manage rebalancing activities such as investment changes and tax-loss harvesting.
Work with client service department to facilitate new client on-boarding and monitor service requests.
Demonstrate a willingness to share information, find solutions and develop new skills.
Qualifications for this position:
CFP® certification or equivalent
Minimum Bachelor’s Degree, MBA a plus
Minimum of 5 – 10 years of professional experience in a wealth management-related or financial services field
Proven analytical and problem-solving skills
Highly proficient in financial planning software and computer software, including Microsoft Office
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, as well as with clients
What we offer:
Competitive salary commensurate with experience
Safe Harbor 401(k) plan with discretionary profit sharing
Medical, Dental, Flex-Spending Account, Long-Term Disability and Life insurance
Paid vacation along with summer holidays.
Opportunities for professional growth and continuing education
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.
As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.