Careers
Client Service Associate
Join our team at Modern Wealth as a remote Client Service Associate, where you will play a key role in shaping the future of client experiences. Your primary responsibilities will include cultivating relationships, attending promptly to client needs, and ensuring compliance with our firm’s standards. This position involves significant interaction with both new and existing clients, requiring diligent management of their data.
You will work closely with a Private Wealth Advisor to contribute to business strategies and enhance marketing efforts while engaging in various client servicing opportunities. Your enthusiasm for participating in company initiatives and leveraging our resources will be crucial in driving strategic and collaborative progress, making you a vital component in our commitment to delivering superior services.
Ideal candidates should be familiar tools like WealthBox, RightCapital, Kwanti, Holistiplan, Mailchimp, SalesNavigator, Buffer, Canva, ChatGPT, and Smart RIA, but more importantly, we value traits like loyalty, ethics, and energy. It’s important to note that this role is an hourly paid opportunity. We offer flexible hours, remote work, and a pathway to advanced roles such as COO or Private Wealth Advisor. If you’re excited about this opportunity, please schedule your interview below.
Private Wealth Advisor
We are excited to offer a unique opportunity for a dedicated Private Wealth Advisor to join the dynamic team at Modern Wealth. This remote position involves guiding both new and established clients through comprehensive financial planning, integrating elements such as investment, retirement, insurance, tax, and estate planning to offer a holistic approach to wealth management.
The ideal candidate will have at least five years of experience in financial services and hold credentials such as CFP® and Series 65, with additional designations like CPWA®, CFA®, CIMA®, CEPA®, RMA®, RICP®, or RLP® seen as a significant advantage. Also, candidates should be familiar tools like WealthBox, RightCapital, Kwanti, Holistiplan, Altruist, and Smart RIA, but more importantly, we value traits like loyalty, ethics, and persistence. It’s important to note that this role is based on a revenue-sharing model rather than a salary, offering a great opportunity for those looking to grow their business within our structured system built on honesty and transparency.
If you are looking to advance your career from the comfort of your home with flexible hours and are motivated by a culture of yes and innovation, we would love to hear from you. This position not only provides a pathway to becoming a partner at Modern Wealth but also promises a professional environment conducive to growth. If you’re excited about this opportunity, please schedule your interview below.
Interview
We're excited to get to know you and explore how you might fit into our unique approach. During your interview, you can anticipate a discussion centered around your personal and professional background, a detailed description of the role, and insights into our company. We'll also have an open conversation about expectations and realities, as well as discuss how aligning with Modern Wealth can fit into your ideal life vision.