Do you have a favorite Kitces tax planning blog post? Do you wonder how inherited money stories influence clients’ behavior? Do you worry about wealth inequality?
As Modernist’s new Associate Planner, you will work alongside the firm’s Founder & Lead Planner to support existing and prospective clients. You will practice financial life planning, develop processes within a fast-growing start-up, and help innovate ways to align business practices with progressive values along with the rest of the team.
At Modernist Financial, we help progressive entrepreneurs and inheritors structure their wealth around their values. We are building a world where people feel permission to enjoy today while providing a stable financial base for our common future. And we are looking for a financial planning superstar to join the effort.
We believe that personal relationships are our greatest wealth and commit ourselves to creating and maintaining an environment that respects diverse traditions, heritages, and experiences. Join us in advancing a new money consciousness – one borne of gratitude, plenty, generosity, and a deep-felt understanding of enough.
Here’s the position description for more details!