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Modera Wealth Management · 1 day ago

Senior Planning Associate

Westwood, NJ

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $110K/yr

3+ years exp

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of clients through comprehensive financial planning and intelligent investment management. The Senior Planning Associate will support advisors through all phases of the client relationship, develop financial plans, and assist clients with the implementation of their plans.

ConsultingFinanceFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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

Qualification

Financial planning experienceFINRA Series 65 CertificationFinancial planning softwareAnalytical skillsCommunication skillsTeam playerDetail-orientedAdaptability