Senior Planning Associate

Modera Wealth Management•Westwood, NJ

2d•$80,000 - $110,000•Hybrid

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 fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. We are looking for a Senior Planning Associate in Westwood, NJ that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.

Requirements

Bachelor’s Degree required
2+ years of financial planning experience, or other related financial services industry experience
FINRA Series 65 Certification
Minimum 3-5 years of financial planning experience
Proven analytical and problem-solving skills
Detail-oriented with a focus on accuracy
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude
Occasional travel may be required

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