Experienced Financial Planner (virtual)

If you have a book of business of your own and are looking for a change, maybe we are a fit. You obviously understand the business, but maybe you are looking for a practice to be a part of that resonates with you and your values. If you believe Modern Wealth could be that, let’s talk confidentially. Please email your resume and cover letter to us and then feel free to schedule a time to talk here.

New Financial Planner (virtual)

This is an opportunity for people that are new planners or for career changers.

Financial Life Planning focuses on the human side of financial planning. In Financial Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

If you’re applying for this opportunity, I’m sure you understand what goes into it. If you don’t understand enough about what being a Financial Planner is, you probably are not the right fit. Please understand that you are building your own business. This is not a salaried position. The sky is the limit. If you work hard and you work smart, you will do well. If you make excuses, you will fail. The more people you help, the more money you will make.

We are not your typical brokerage house. You are not set up to fail. We want you to succeed. We will do everything in our power to help you build your ideal practice as long as you put the work in and your heart in.

If you leave, your clients are yours if you want them. If you don’t want them, we will treat them with the same respect and service level our current client base receives.

Also, understand that Modern Wealth is a fee-only practice. We do not sell any products that generate a commission. As a real fiduciary, we do not partake in those types of transactions so we can always work in our client’s best interest.

Please email your resume and cover letter to us and then feel free to schedule a time to talk here.

Intern (virtual)

This is an opportunity for people in high school or college that need credit and want to learn the business the right way.

Financial Life Planning focuses on the human side of financial planning. In Financial Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

To develop a solid financial Life plan, it’s important to cover all your bases. You will learn how to:

1. Examine a client’s current situation and resources
2. Help clients set Life goals
3. Measure client’s progress and happiness

From start to finish, you will learn how to take a client through our Financial Life Planning process to help them achieve their ideal lives. That process is:

1. Establishing a relationship with a Financial Life Planner.
2. Gathering data and developing financial and life goals.
3. Analyzing and evaluating current Financial Life Plan.
4. Review recommendations and potential obstacles.
5. Set the course and pivot as life and circumstances change.
6. Benchmark progress towards the client’s ideal life.

If you believe Modern Wealth could be a great place to be an Intern and learn the business the right way, let’s talk confidentially. Please email your resume and cover letter to us and then feel free to schedule a time to talk here.