Senior Planning Associate - Remote

Overview

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

In Short

• Conduct in-depth client interviews to gather personal financial data and formulate planning goals.
• Develop comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning.
• 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 the wealth management team.
• Minimum: Bachelor’s Degree.
• 2+ years of financial planning experience desirable.

Requirements

• Proven analytical and problem-solving skills.
• Detail-oriented with a 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.
• Occasional travel may be required.

Benefits

• Competitive salary commensurate with experience.
• 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.