Modern Wealth seeks a dedicated Private Wealth Advisor to steer clients through personalized and comprehensive financial strategies.
As a pivotal asset to our team, you’ll cultivate and sustain client relationships, being the chief architect in developing and implementing holistic strategies that encompass financial, investment, insurance, tax, and estate planning.
With a foundation of 7+ years in financial services and enriched with credentials such as the CFP® and Series 65 (or equivalent), you’ll be adept at business development, client retention, and the clear articulation of our diverse array of services.
Your role is essential in bolstering Modern Wealth's market presence, demanding precision, a proactive approach, and an adaptable mindset in a dynamic financial landscape.
Please email your resume and cover letter to email@example.com and we will get back to you with the next steps.
At Modern Wealth, we are seeking a Client Service Associate who is dedicated to reshaping the future of our services by enhancing the client experience through a sophisticated standard of care.
In this pivotal role, you will be instrumental in nurturing new and existing client relationships, facilitating client requests, and ensuring that all client information and documentation remain up-to-date and compliant with our firm’s policies and procedures.
You will work collaboratively with Financial Advisors, actively participating in the development of business plans, supporting marketing strategies, and engaging in continuous professional development programs.
Your proactive participation in firm initiatives and your commitment to leveraging firm resources for collaborative and strategic advancements are key to this role. You will be an integral part of our mission to deliver comprehensive, modern, and exceptional services to our clients at Modern Wealth.
Join Modern Wealth as a Financial Planner, a role integral to delivering top-tier wealth management services.
In this role, you'll collaborate closely with Private Wealth Advisors and other specialists, engaging with clients daily, to manage significant aspects of the financial planning process—from gathering and analyzing information to implementing and continuously monitoring financial plans.
The ideal candidate is a CFP® Certificant with a solid background in Finance, Accounting, or Business Administration and possesses a minimum of three years in the financial services industry.
Proficiency in managing internal Client Relationship Management (CRM) software, the latest FinTech, and a strong grasp of Microsoft Office are essential technical skills for succeeding in this position.
At Modern Wealth, you will play a crucial part in crafting expert, comprehensive financial advice and strategies, ensuring that our clients’ financial futures are robust and secure.
Modern Wealth is currently seeking a dedicated Part-Time-to-Full-Time Intern/Paraplanner to join our dynamic team.
This role presents a unique opportunity for a proactive and enthusiastic individual to play a pivotal role in our innovative, fee-only financial planning firm. The ideal candidate will possess robust organizational and computer skills, paired with an entrepreneurial spirit, aiding in driving our business towards enhanced efficiency and success.
Responsibilities encompass a range of paraprofessional support tasks, such as active participation in planning meetings, leading significant long-term projects, client interactions, and comprehensive research and data analysis. Emphasis will be placed on a professional approach to client interactions, the ability to work autonomously with significant initiative, and a strong propensity for strategic, creative thinking within regulatory standards.
A background in, or the pursuit of, Certified Financial Planner™ designations is highly regarded. At Modern Wealth, we value continuous learning and development, offering substantial opportunities for professional growth and advancement within the firm.