Job Overview:We are looking for a
Senior Planning Associate in
Inverness, FL 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
- 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 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.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
