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 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

Initial duties and 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
• Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings

Duties and responsibilities over time:

• 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
• 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

What we offer:

• 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

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.