Financial Planner - Remote

Overview

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.

In Short

• Develop customized comprehensive financial plans focused on various financial strategies.
• Build deep relationships with clients and communicate effectively about their financial plans.
• Lead client meetings with relevant team members.
• Collaborate with the investment team to manage client portfolios.
• Manage rebalancing activities and client cash flow needs.
• Oversee new client onboarding and service requests.
• Foster new business development opportunities.
• Engage in teamwork and coaching of team members.

Requirements

• CFP® certification.
• Minimum Bachelor’s Degree, MBA a plus.
• 5-7 years of experience in wealth management or financial services.
• Proven analytical and problem-solving skills.
• Highly proficient in financial planning software and Microsoft Office.
• Excellent written and verbal communication skills.
• Team player with adaptability and flexibility.
• Personable and client-focused attitude.

Benefits

• Competitive salary commensurate with experience.
• Performance-based bonus.
• Safe Harbor 401(k) plan.
• Medical, Dental, Vision, and other insurance benefits.
• Paid vacation.
• Opportunities for professional growth and continuing education.
• Partial remote work.