Modera Wealth Management
Senior Planning Associate
Modera Wealth Management, Charlotte, North Carolina, United States, 28245
Senior Planning Associate – Modera Wealth Management
Join to apply for the Senior Planning Associate role at Modera Wealth Management.
Job Responsibilities
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
Researching financial planning strategies and potential tax law changes
Assisting with projects and supporting the wealth management team, including onboarding of new wealth management staff
Qualifications
Minimum: Bachelor's Degree
2+ years of financial planning experience or other related financial services industry experience
FINRA Series 65 Certification
Proven analytical and problem‑solving skills
Detail‑oriented with focus on accuracy
Highly proficient in computer software, including Microsoft Office
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, and pitch in wherever needed
Occasional travel may be required
Benefits
Competitive salary commensurate with experience
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
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.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
#J-18808-Ljbffr
Job Responsibilities
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
Researching financial planning strategies and potential tax law changes
Assisting with projects and supporting the wealth management team, including onboarding of new wealth management staff
Qualifications
Minimum: Bachelor's Degree
2+ years of financial planning experience or other related financial services industry experience
FINRA Series 65 Certification
Proven analytical and problem‑solving skills
Detail‑oriented with focus on accuracy
Highly proficient in computer software, including Microsoft Office
Excellent written and verbal communication skills
Team player, able to work well with all levels of the firm, and pitch in wherever needed
Occasional travel may be required
Benefits
Competitive salary commensurate with experience
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
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.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
#J-18808-Ljbffr