Financial Planning Associate
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About The Position
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. We are seeking individuals who embody Modera’s core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism; Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others; Trusted Relationships – Supportive and authentic with mutual respect for colleagues. In addition, the ideal candidate shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
