Modera Wealth Management
A financial advisory firm in Westwood, NJ is seeking a Senior Planning Associate to support advisors throughout the client relationship phases. This hybrid position requires conducting in-depth client interviews, developing comprehensive financial plans, and assisting clients with implementation. The ideal candidate will possess a Bachelor’s degree, have over 2 years of relevant financial planning experience, and hold a FINRA Series 65 Certification. A strong analytical skill set and excellent communication abilities are essential for success in this role.
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