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Modera Wealth Management · 17 hours ago

Senior Planning Associate

Annapolis, MD

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $115K/yr

3+ years exp

Modera Wealth Management is an independent, fee-only firm focused on comprehensive financial planning and intelligent investment management. They are seeking a Senior Planning Associate responsible for supporting advisors through client relationships and leading a select number of clients.

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

CFPFinancial planning experienceFINRA Series 65 CertificationFinancial planning softwareMicrosoft Office SuiteAnalytical skillsClient first attitudeProblem-solving skillsDetail-orientedWritten communicationVerbal communicationTeam playerAdaptability