Job Overview:We are looking for a
Senior Planning Associate in
Charlotte, NC - Fairview 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 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
Qualifications: - Bachelor's Degree required
- 3-5 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
- CFP certification, or education completed in order to sit for test
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 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
- Partial remote work
- Salary 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.
