Planning Associate

Modera Wealth Management is an independent, fee-only firm committed to providing personalized financial planning and investment management. They are seeking a Planning Associate to support lead advisors in delivering excellent client service, preparing financial plans, and assisting in client meetings.

Responsibilities

• Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
• Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
• Assisting with preparation for client meetings
• Preparing client Investment Policy Statements and asset allocation reports
• Communicating with clients, as well as their accountants and attorneys, verbally and in writing
• Attending client meetings and assisting with documentation and follow up actions
• Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
• Conducting in-depth client interviews to gather personal financial data and to formulate planning goals
• Developing comprehensive financial plans focusing on investment strategy, tax, retirement and estate planning, executive compensation, risk management, cash flow and education funding
• Assisting clients with the implementation of their financial plans
• Participating in client meetings to support the primary relationship manager
• Reviewing and interpreting investment allocation trading reports
• Collaborating with the client service team to facilitate and monitor client service activities
• Occasional travel may be required

Skills

• Bachelor's Degree
• 0-3 years of financial planning experience desirable or equivalent financial planning coursework
• Obtainment of FINRA Series 65 required during first twelve months; registration handled by Modera's compliance department
• Team player, able to work well with all levels of the firm, and pitch in wherever needed
• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in the Microsoft Office Suite
• Excellent written and verbal communication skills

Benefits

• 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

Company Overview