Financial Planning Manager jobs in United States
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Modera Wealth Management · 1 month ago

Financial Planning Manager

positionCharlotte, NC
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Modera Wealth Management is an independent, fee-only firm that focuses on comprehensive financial planning and investment management. They are seeking a Financial Planning Manager responsible for implementing and improving financial planning functions across the firm.

ConsultingFinanceFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities

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
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
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
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

Qualification

CFP certificationFinancial planning experienceFinancial planning softwarePlanning strategies knowledgeAnalytical skillsMicrosoft Office SuiteClient first attitudeProblem-solving skillsWritten communicationVerbal communicationTeam playerAdaptability

Required

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 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

Company

Modera Wealth Management

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Modera specializes in providing wealth management and portfolio management services.
dateFounded in 1983
location
Westwood, New Jersey, USA
people-size51-200 employees
web-link
http://moderawealth.com/

Funding

Current Stage
Growth Stage
Total Funding
$45M
Key Investors
Cambridge Savings Bank
2024-02-22Debt Financing· $45M

Leadership Team

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Tom Orecchio
Chief Executive Officer
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Laurie Vitali
Principal & Chief People Officer/CHRO
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Recent News

PR Newswire
Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates
2025-09-04
Morningstar.com
Fear and greed are no friend to investors. But this behavior can really break you.
2025-05-27
PR Newswire
USA TODAY Names Modera Wealth Management Among Industry's Best Financial Advisory Firms
2025-05-07
Company data provided by crunchbase