Financial Planning Associate

Wealth Management Firm Seeks Financial Planning Associate – Atlanta, GA

Comprehensive wealth management firm with offices in Atlanta, Boston, Charlotte, Florida, and Northern NJ seeks a Financial Planning Associate to join its team. Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for the sixth year (2012, 2013, 2015, 2016, 2017 and 2018), selected as one of InvestmentNews’ 2019 Best Places to Work for Financial Advisers, and named one of NJBiz’s 2018 Best Places to Work in New Jersey. 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 Atlanta, GA.

The ideal candidate will:

• Be extremely organized with excellent attention to detail.
• Be able to prioritize and manage multiple tasks concurrently.
• Thrive in an environment focused on creative problem solving.
• Be an engaging and charismatic communicator.
• Have a passion for excellent service.
• Be a self-starter

Job responsibilities include but are not limited to:

• Support client relationships through research, follow-up, and documentation of ongoing financial planning tasks.
• 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.
• Collaborate with the investment team to manage client portfolios and act as a liaison to communicate client specific circumstance pertinent to the investment management process.
• Work with client service and operations teams to facilitate new client on-boarding and monitor service requests.

Qualifications for this position:

• CFP® certification or demonstrated progress towards certification.
• Minimum Bachelor’s Degree, MBA a plus.
• Minimum of 3 to 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 Microsoft Excel. 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.

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 Life insurance.
• Paid vacation.
• 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.