Financial Planning Manager at Modera Wealth Management

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Problem-Solving Skills, Planning Strategies, Financial Planning Software, Microsoft Office Suite, Written Communication, Verbal Communication, Team Engagement, Adaptability, Flexibility, Client First Attitude

Industry

Financial Services

Description

Why work at Modera Wealth? 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 fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Financial Planning Manager that is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm. Responsibilities: Work closely with the Director of Financial Planning to execute on strategic initiatives, complete research projects and feedback loops, and ensure high-quality, consistent planning delivery across the organization Planning Enablement and Execution Implement firm-wide financial planning workflows, templates, and processes Coordinate the rollout of new planning deliverables and tool features Support planning pilots and advisor testing groups; collect and organize feedback Technology and Platform Support Works closely with planning platform administrator to drive usage of financial planning tools (i.e.: eMoney, Holistiplan, SSAnalyzer) Provides research and rationale for firm-level planning assumptions, settings, and integrations Communication and Feedback Coordination Manage the “Voice of the Advisor” feedback loop (surveys, interviews, etc.) Assist in drafting and publishing the Planning Roadmap and monthly updates Schedule and help facilitate the Planning Advisory Panel and pilot group meetings What are we looking for? We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get the 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 Qualifications: Bachelor’s Degree required CFP certification Minimum 5-7 years of experience in a wealth management related or financial services field Minimum 3-5 years of financial planning experience Skills and Competencies: Proven analytical and problem-solving skills Working knowledge of planning strategies and solutions Highly proficient in financial planning software and computer software, including the Microsoft Office Suite Excellent written and verbal communication skills Actively engages as a team member Adaptability and flexibility Client first attitude Occasional travel may be required Benefits: Competitive based salary Performance based bonus Safe Harbor 401(k) plan Medical, Dental, Vision, and more Generous PTO and leave policies 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. We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process. No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com. Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

Responsibilities

The Financial Planning Manager will support the implementation and ongoing improvement of the financial planning function across the firm. Responsibilities include executing strategic initiatives, coordinating planning workflows, and managing feedback loops.