Modera Wealth Management
Senior Financial Planning Associate — Partial Remote
Modera Wealth Management, Charlotte, North Carolina, United States, 28245
A leading wealth management firm is seeking a Senior Planning Associate to conduct client interviews, develop comprehensive financial plans, and assist in implementation. Candidates must have a Bachelor's Degree, 2+ years of experience in financial planning, and FINRA Series 65 Certification. Strong analytical, problem-solving skills, proficiency in Microsoft Office, and excellent communication are essential. Benefits include competitive salary, performance-based bonus, medical insurance, and opportunities for professional growth with partial remote work options.
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