Modera Wealth Management
Job Overview
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.
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 the wealth management team, including onboarding of new wealth management staff
What we are looking for
Confident Humility – a quintessential team player, willing to do whatever it takes to get the 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
Qualifications
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
Skills and Competencies
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
Competitive based salary
Performance based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, and more
Generous PTO and leave policies
Opportunities for professional growth and continuing education
Salary range for this role is $80,000-110,000. Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.
Equal Employment Opportunity Statement Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
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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.
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 the wealth management team, including onboarding of new wealth management staff
What we are looking for
Confident Humility – a quintessential team player, willing to do whatever it takes to get the 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
Qualifications
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
Skills and Competencies
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
Competitive based salary
Performance based bonus
Safe Harbor 401(k) plan
Medical, Dental, Vision, and more
Generous PTO and leave policies
Opportunities for professional growth and continuing education
Salary range for this role is $80,000-110,000. Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.
Equal Employment Opportunity Statement Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
#J-18808-Ljbffr