What are the responsibilities and job description for the Trading Associate position at Modera Wealth Management?
About Modera Wealth Management:
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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.
We are seeking individuals who embody Modera's core values:
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.
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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.
We are seeking individuals who embody Modera's core values:
- Confident Humility – a quintessential team player, willing to do whatever it takes to get a 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
- Shares our commitment to diversity and an inclusive working environment
- Is extremely organized with excellent attention to detail
- Is capable of prioritizing and managing multiple tasks concurrently
- Thrives in an environment focused on creative problem solving
- Is an engaging and charismatic communicator
- Has a passion for excellent service
- Is a self-starter
- Contribute to the management of daily firm-wide trading, rebalancing, and reconciliation processes.
- Ensure proper execution of client and advisor requests.
- Support the maintenance of a centralized portfolio management platform across multiple offices.
- Assist in the administration and management of the portfolio rebalancing software.
- Perform other job-related duties or special projects as assigned.
- Bachelor's degree with a preference for finance, statistics, math, or computer science.
- Experience in Tamarac rebalancing and portfolio management platforms is a plus.
- Pursuit, or completion, of financial analyst or financial planning coursework, such as CFA, CFP, CAIA, is a plus.
- Proven analytical and problem-solving skills.
- Detail-oriented with a demand for a high degree of accuracy.
- Highly proficient in computer software, including Microsoft Office (particularly Excel).
- Knowledge of investment-related taxation and portfolio construction topics desired.
- Team player, able to work well with all levels of the firm, as well as with clients.
- This position interacts with the entire advisory team, along with our operations and compliance departments, and requires excellent interpersonal skills.
- Occasional travel may be required
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
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.
