Financial Planning Specialist
3 weeks ago
Modera Wealth Management is an independent, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experts strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
Job SummaryWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning, excellent analytical and problem-solving skills, and the ability to communicate complex financial concepts to clients.
Key Responsibilities- Develop customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, executive compensation, and risk management.
- Build deep relationships with clients, including communicating with clients on the implementation of their financial plans, illustrating the potential impact of various plan scenarios, and updating plans based on key events in their lives.
- Lead client meetings with relevant team members.
- Collaborate with the investment team to manage client portfolios and provide research on investment products and economic trends.
- Manage rebalancing activities such as investment changes and tax-loss harvesting in conjunction with client cash flow needs.
- Oversee the new client onboarding process and monitor service requests.
- Foster new business development opportunities to help the firm grow.
- Engage in teamwork and teambuilding, including coaching and development of team members.
- CFP certification.
- Minimum Bachelor's Degree, MBA a plus.
- Minimum of 5-7 years of 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.
- Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs.
- Personable, warm, engaging; client-first attitude.
- Occasional travel may be required.
- 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.
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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