Senior Planning Associate

The role

The Senior Planning Associate supports advisors through all phases of the client relationship. This role involves conducting client interviews, developing financial plans, and assisting with plan implementation.

What you will do

• Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
• Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
• Assist clients with the implementation of their financial plans
• Participate in client meetings to support the primary relationship manager
• Review and interpret investment allocation trading reports
• Collaborate with the client service team to facilitate and monitor client service activities
• Research financial planning strategies and potential tax law changes
• Assist with projects and support wealth management team, including onboarding of new wealth management staff
• Additional projects and duties as needed

Required qualifications

• Bachelor’s Degree
• 2+ years of financial planning experience, or other related financial services industry experience
• Minimum 3-5 years of financial planning experience
• FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
• Proven analytical and problem-solving skills
• Detail-oriented with a focus on accuracy
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude

Benefits

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work

About the company

Modera Wealth Management is an independent, fee-only firm that provides comprehensive financial planning and intelligent investment management. It has more than 200 employees in 19 offices along the East Coast.