Financial Planning Associate

Modera Wealth Management; Inverness (FL); On-site; USD 50,000 - 250,000; Full time

Job summary

Modera Wealth Management is looking for a Financial Planning Associate to join their team in Inverness, FL. The role involves providing excellent client service, collaborating with Lead Advisors, and contributing to financial planning efforts. Candidates should have a Bachelor's degree and a strong attention to detail, along with a passion for helping clients achieve their financial goals. This entry-level position offers opportunities for growth in a supportive environment.

Benefits

Competitive salary commensurate with experience

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision insurance

Opportunities for professional growth

Qualifications

• Minimum: Bachelor's Degree.
• 0-3 years of financial planning experience desirable.
• Proven analytical and problem-solving skills.

Responsibilities

• Supporting Lead Advisors in delivering client service.
• Assisting in preparation for client meetings.
• Conducting client interviews to gather personal financial data.

Skills

Attention to Detail

Communication

Organizational Skills

Problem Solving

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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About Modera Wealth Management:

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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

About Modera Wealth Management:

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 a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get a 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
  
  

In addition, the ideal candidate:

• Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
• Is extremely organized with excellent attention to detail.
• Is capable of prioritizing and managing multiple tasks concurrently.
• Thrives in an environment focused on creative problem solving.
• Is an engaging and charismatic communicator.
• Has a passion for excellent service.
• Is a self-starter.
  
  

Initial duties and responsibilities:

• Supporting Lead Advisors in all aspects of delivering excellent client service in a wide range of client activities, including onboarding of new assets
• Completing work that is accurate on a timely basis, juggling multiple projects while documenting progress so that other team members are informed
• Assisting with preparation for client meetings
• Preparing client Investment Policy Statements and asset allocation reports
• Communicating with clients, as well as their accountants and attorneys, verbally and in writing
• Attending client meetings and assisting with documentation and follow up actions
• Maintain a willingness to pitch in when needed with visitors, answering phones, and scheduling meetings
  
  

Duties and responsibilities over time:

• 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
  
  

Qualifications for this position:

• Minimum: Bachelor's Degree.
• 0-3 years of financial planning experience desirable or equivalent financial planning coursework
• Obtainment of FINRA Series 65 required during first twelve months; registration handled by Modera's compliance department
• 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
  
  

What we offer:

• 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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