Are you (or a CFP you adore) a progressive and mission-driven badass who aims to build a world where progressive people feel permission to enjoy today while investing in our common future?

Well, we’re hiring a Lead Financial Planner, so please help us spread the word!

We’re excited to welcome an ambitious CFP with 5-10 years of experience to be the heart of our Financial Planning team, guiding Associates, supporting Georgia, and managing projects to align with our fab clients’ visions to structure their wealth around their values. This role is central to the firms’ strategy to grow our impact and our vision.

Read the job description to learn more about the role.

Applications close on Monday, February 24, 2025.


We’re always interested in meeting people who could be a good addition to our team. If you are interested in helping us build a New Money Consciousness and changing the financial industry, we would love to meet you. Please contact us at hello@modernistfinancial.com if you think you would be a good fit.

We are also engaged members of the community and encourage you to check out our Resources & Referrals page to connect with other financial professionals and resources.

Keep up on Modernist news and open roles by following us on LinkedIn and Instagram and subscribing to our newsletter:

Subscribe

* indicates required
Help us get to know you!