Financial Planning Manager

Overview

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. Since 1983, Modera has been committed to being an advisor firm, not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with a distinct combination of professional excellence and a friendly, relatable work style.

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.

We are looking for a Financial Planning Manager who is responsible for supporting the implementation, maintenance, and ongoing improvement of the financial planning function across the firm. One opening for a Financial Planning Manager based in Boston, MA;
Westwood, NJ;
New York, NY;
McLean, VA;
Annapolis, MD;
Charlotte, NC;
Atlanta, GA; or Wayne, NJ.

• Work closely with the Director of Financial Planning to execute 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
  • Work closely with planning platform administrator to drive usage of financial planning tools (e.g., eMoney, Holistiplan, SS Analyzer)
  • Provide 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

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We align with 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

• 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

• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and Microsoft Office
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client-first attitude
• Occasional travel may be required

• Competitive base 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
• Salary range is $95,
• Pay ranges are job specific and are provided as a point of market reference; other factors affect pay

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  Modera Wealth Management, LLC is an SEC registered investment adviser with places of business in multiple states. SEC registration does not imply skill. 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 website.

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.