Senior Planning Associate jobs in United States
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Modera Wealth Management · 2 weeks ago

Senior Planning Associate

positionCharlotte, NC
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date2+ years exp

Modera Wealth Management is an SEC registered investment adviser seeking a Senior Planning Associate to conduct in-depth client interviews and develop comprehensive financial plans. The role involves assisting clients with the implementation of their financial plans and collaborating with the client service team to enhance client service activities.

ConsultingFinanceFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities

Responsibilities

Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding
Assisting clients with the implementation of their financial plans
Participating in client meetings to support the primary relationship manager
Reviewing and interpreting investment allocation trading reports
Collaborating with the client service team to facilitate and monitor client service activities
Researching financial planning strategies and potential tax law changes
Assisting with projects and supports wealth management team, including onboarding of new wealth management staff

Qualification

FINRA Series 65 CertificationFinancial planning experienceAnalytical skillsMicrosoft Office proficiencyWritten communication skillsVerbal communication skillsTeam playerDetail-oriented

Required

Minimum: Bachelor's Degree
2+ years of financial planning experience or other related financial services industry experience
FINRA Series 65 Certification
Proven analytical and problem-solving skills
Detail-oriented with focus on accuracy
Highly proficient in computer software, including Microsoft Office
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, and pitch in wherever needed
Occasional travel may be required

Benefits

Performance-based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
Paid vacation
Opportunities for professional growth and continuing education
Partial remote work

Company

Modera Wealth Management

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Modera specializes in providing wealth management and portfolio management services.
dateFounded in 1983
location
Westwood, New Jersey, USA
people-size51-200 employees
web-link
http://moderawealth.com/

Funding

Current Stage
Growth Stage
Total Funding
$45M
Key Investors
Cambridge Savings Bank
2024-02-22Debt Financing· $45M

Leadership Team

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Tom Orecchio
Chief Executive Officer
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Laurie Vitali
Principal & Chief People Officer/CHRO
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Recent News

PR Newswire
Modera Wealth Management Expands Tax Practice Through Transaction with Ferrentino & Associates
2025-09-04
Morningstar.com
Fear and greed are no friend to investors. But this behavior can really break you.
2025-05-27
PR Newswire
USA TODAY Names Modera Wealth Management Among Industry's Best Financial Advisory Firms
2025-05-07
Company data provided by crunchbase