Financial Planning Advisor

Immediately
Modera Wealth Management
Human Resources
831 East Morehead Street Suite 760 Charlotte, NC 28202
Careers@ModeraWealth.com
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Comprehensive wealth management firm with offices in Atlanta, Boston, Charlotte, 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), and has been selected as one of InvestmentNews’ 2018 Best Places to Work for financial advisers. 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 Charlotte, NC.
 
  • Job responsibilities include but are not limited to: Supporting the development of comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation and risk management;
  • Communicating with clients on the implementation of their financial plans and tracking of open items;
  • Participating in client meetings to support the primary relationship manager;
  • Collaborating with investment team to manage client portfolios and provide research on investment products;
  • Managing rebalancing activities such as investment changes and tax-loss harvesting;
  • Working with client service department to facilitate new client onboarding and monitor service requests;
  • Fostering new business development opportunities to help the firm grow.
Qualifications for this position:
  • CFP® certification;
  • Minimum Bachelor’s Degree, MBA a plus;
  • Minimum of 3-5 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. CRM experience desired;
  • Excellent written and verbal communication skills;
  • Team player, able to work well with all levels of the firm, as well as with clients.
  • Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines;
  • Personable, warm, engaging; Client first attitude.
What we offer:
  • Competitive salary commensurate with experience;
  • Performance-based bonus;
  • Safe Harbor 401(k) plan with discretionary profit sharing;
  • Medical, Dental, Flex-Spending Account, Long-Term and Short-Term Disability and Group Life insurance;
  • Paid time off;
  • 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.