Trading Associate

Modera Wealth Management

Aug 4th, 2022

Wealth Management Firm Seeks Trading Associate

Modera 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.

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
  • Contagious Growth Mindset – a continuous learner with intellectual curiosity that inspires others
  • Pragmatic Optimism – a positive attitude grounded in realism

In addition, the ideal candidate:

  • Shares our commitment to diversity and an inclusive working environment
  • Is extremely organized with excellent attention to detail
  • Is able to prioritize and manage 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

Job responsibilities include but are not limited to:

  • Contribute to the management of daily firm-wide trading, rebalancing, and reconciliation processes.
  • Ensure proper execution of client and advisor requests.
  • Support the creation and maintenance of a centralized portfolio management platform across multiple offices.
  • Assist in the administration and management of the portfolio management software.
  • Collaborate on investment plans with the Investment Committee and wealth management teams.
  • Collaborate as a member of the financial analyst team and communicate with clients as needed.
  • Perform other job-related duties or special projects as assigned.

Qualifications for this position:

  • Bachelor’s degree with a preference for statistics, math, computer science, or investments.
  • Interest in building operational platforms and efficiencies.
  • Interest in financial planning or completion of financial planning coursework 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.
  • Experience in rebalancing and portfolio management software packages is a plus.
  • Knowledge of investment-related taxation and portfolio construction topics desired but not required.
  • Team player, able to work well with all levels of the firm, as well as with clients.
  • This position interacts with virtually every Modera staff member and requires excellent interpersonal skills.

What we offer:

  • Competitive salary commensurate with experience
  • Performance-based bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Group Life insurance
  • Paid vacation
  • Opportunities for professional growth and continuing education
  • Partial remote work

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 Jersey, New York, Pennsylvania, North Carolina, New York, Georgia, 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.

If you require alternative methods of application or screening, you must approach Modera Wealth Management directly to request this, as we're not responsible for the employer's application process.

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