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Senior Planning Associate

External
moderawealthmanagement logoModerawealthmanagement · Wayne, PA
Full-timeOn-site3d ago
Risk ManagementSAFe
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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 wealth management team, including onboarding of new wealth management staff
  • What are we looking for?
  • We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • 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

Requirements

  • Bachelor's Degree required
  • 2+ years of financial planning experience, or other related financial services industry experience
  • FINRA Series 65 Certification or other qualified credential, or the ability to obtain within 12 months of hire
  • 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

Benefits

Competitive based salaryPerformance based bonusSafe Harbor 401(k) planMedical, Dental, Vision, and moreGenerous PTO and leave policiesOpportunities for professional growth and continuing educationPartial remote workSalary range: $85,000-105,000. This is an exempt role.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.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 .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 AdDental insuranceVision insurance401(k)Paid time offRemote work optionsPerformance bonus

Additional Information

Why work at Modera Wealth? 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. Job Overview: We are looking for a Senior Planning Associate in Wayne, PA that is responsible for supporting our advisors through all phases of the client relationship. This role is hybrid, with 3 days required in office.

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