Modern Family Finances is a fast-growing independent fee-only financial planning practice based in the San Francisco Bay Area specializing in serving the needs of Women and LGBTQ professionals. 

Modern Family Finance is a member of Equita Financial Network, a community of women-led financial planning firms. Through Equita, we provide clients with the intimacy of a small firm experience with the benefit of large firm resources.

We are interested in hearing from talented individuals who are passionate about financial planning and eager to make a difference. As a member of the team, you’ll be able to contribute your skills and expertise to build new solutions and delivering exceptional services to clients.

We’re Hiring: Financial Planning Specialist

We are in search of a part-time remote Financial Planning Specialist. This is an ideal role for someone entering the planning industry who wants real-world hands-on experience.

Opportunity:
  • Work with an amazing group of women and LGBTQ clients.
  • Be a part of a startup firm who welcomes new and innovative ideas.
  • Get face-to-face time with clients.
  • Gain valuable mentorship on how to forge your own path in career and life
 

Responsibilities:

  • Work with advisor to prepare client deliverables (PowerPoint, Excel).
  • Model financial plans in eMoney and conduct tax planning in Holistiplan.
  • Support new client onboarding, including opening of accounts, transferring assets, and development of initial financial plan.
  • Consider ways to improve client experience and help develop new deliverables.
  • Attend meetings with advisor so that you get to know the clients.
  • Support advisor on post-meeting follow-up activities.
  • Conduct research on client questions.
 

Qualifications:

  • Minimum 1+ years of financial planning industry experience.
  • Candidates working towards CFP® certification are highly preferred.
  • Experience with eMoney is highly preferred.
  • Be aligned with the mission of Modern Family Finance and enthusiastic about working with women and LGBTQ clients.
  • Ability to self-start and thrive in an entrepreneurial environment.
 

Hours and Compensation:

  • This is a flexible part-time position for 20-40 hrs/week. Hours are adjustable based on the needs of the firm. Flexibility to set your own hours.
  • This is a remote position. We are a fully virtual practice.
  • Potential for hours to increase as the firm grows. Hourly rate at $25/hr – $35/hr depending on level of experience.
  • Potential to grow into a full-time position and/or an associate advisor role.
  • Mentorship and opportunity to be part of a unique mission-driven practice.
 

Next Steps:

  • In addition to your resume and your Linked In profile, please submit a short video (no more than 5 minutes) answering the following questions:
  • What interests you in working with us?
  • Tell us about your experience in the financial planning industry.
  • If we asked a former colleague or manager about you, what do you think they would say?
  • What do you think the ideal first 90 days of onboarding should look like for a new client? Come up with an idea or two of how we could create an exceptional experience for new clients (be creative!).
  • Applications will be accepted until the position has been filled.
  • Send all interested applications to lisa@modernfamilyfinance.com