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Job Overview:
- Helping manage investment strategies.
- Deep exposure to portfolio construction.
- Deep exposure to client strategy.
Responsibilities:
- Ensure proper execution of client and advisor requests.
- Update internal documentation regarding the portfolio.
Qualifications:
- CFP or CFA certification.
- Experience with trading software.
- CRM experience.
Modera Wealth Management
Modera Wealth Management is an independent, fee-only firm committed to positively impacting clients' lives through financial planning and investment management. With over 200 employees across 19 offices, they manage over $15B in assets, delivering personalized service with excellence and a friendly style.