Senior Planning Associate

Modera Wealth Management•Inverness, FL

3d•$85,000 - $105,000•Hybrid

About The Position

Modera Wealth Management is seeking a Senior Planning Associate in Inverness, Florida, to support advisors throughout all phases of client relationships. The role is hybrid, with three days per week required in the office. The associate conducts client interviews, develops and helps implement comprehensive financial plans, supports client meetings and service activities, reviews investment allocation trading reports, researches planning strategies and tax-law changes, and assists with wealth-management projects and staff onboarding. Occasional travel may be required. Modera is an independent, fee-only wealth management firm focused on comprehensive financial planning and investment management. Founded in 1983, the firm has more than 200 employees across 19 East Coast offices and manages more than $15 billion in assets for over 6,000 clients. The position offers a salary range of $85,000–$105,000 and is exempt. Relocation is offered.

Requirements

Bachelor’s degree required.
At least 2 years of financial planning experience or other related financial services industry experience.
Minimum 3–5 years of financial planning experience.
FINRA Series 65 certification or another qualified credential, or ability to obtain one within 12 months of hire.
Proven analytical and problem-solving skills.
Detail-oriented with a focus on accuracy.
Highly proficient in financial planning software and computer software, including Microsoft Office Suite.
Excellent written and verbal communication skills.
Actively engage 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 formulate planning goals.
Develop comprehensive financial plans covering investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow, and education funding.
Assist clients with implementing 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, including onboarding new wealth management staff.
Perform additional projects and duties as needed.