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About Modern Family Finance

Modern Family Finance is a fee-only independent financial planning firm based in the San Francisco Bay Area that serves women and LGBTQ professionals — many of whom are tech employees or self-employed.

We combine comprehensive financial planning, tax planning and investment management to help our clients make confident, values-aligned decisions. Our clients tend to be thoughtful, ambitious mid-career professionals in their 30s-50s who want their financial life to reflect their personal and family values.

Our mission is simple: provide tax-smart financial advice for modern families, delivered like a trusted friend.

We’re a small, collaborative team who values Good Work, Good People, and Good Times. We take our work seriously but not ourselves, and we believe that good financial planning changes lives.

We’re Hiring: Financial Planning Associate (Contract)

Opportunity: 

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

  • 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 and Holistiplan 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 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 financial planner role.
  • Mentorship and opportunity to be part of a unique mission-driven practice.
 

How to Apply

In addition to your resume and Linked in profile, please submit a short video (no more than 5 minutes) answering the following questions:

  1. What interests you in working with Modern Family Finance?
  2. Tell us about your experience in the financial planning industry.
  3. Tell us about a time you improved a process, workflow, or a client experience. What did you do and what was the result?
 

Email:  lisa@modernfamilyfinance.com

Subject: Financial Planning Associate Application — [Your Name]