Financial Planning Associate - Remote

Overview

Modera Wealth Management is seeking a Financial Planning Associate to support Lead Advisors in delivering excellent client service and comprehensive financial planning.

In Short

• Support Lead Advisors in client service activities.
• Assist in onboarding new assets and preparing client meetings.
• Communicate with clients and their advisors.
• Conduct in-depth client interviews for financial data.
• Develop comprehensive financial plans.
• Collaborate with the client service team.
• Maintain a supportive and inclusive environment.
• Organize and manage multiple tasks.
• Engage in creative problem solving.
• Participate in professional growth opportunities.

Requirements

• Bachelor’s Degree required.
• 0-3 years of financial planning experience preferred.
• FINRA Series 65 required within the first year.
• Proven analytical and problem-solving skills.
• Detail-oriented with a focus on accuracy.
• Proficient in Microsoft Office.
• Excellent written and verbal communication skills.
• Team player with a willingness to assist.
• Occasional travel may be required.

Benefits

• Competitive salary based on experience.
• Performance-based bonus.
• Safe Harbor 401(k) plan.
• Medical, Dental, Vision, and Life insurance.
• Paid vacation.
• Opportunities for professional growth.
• Partial remote work options.