Financial Planning Associate: Growth & Impact

Modera Wealth Management, LLC; Plantation (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, FSA and Life/

Job summary

Modera Wealth Management is seeking a Planning Associate to support lead advisors in the Plantation, FL office. The role involves onboarding new assets, preparing client statements, and maintaining strong client communications.

A Bachelor’s degree is required, with 0–3 years in financial planning preferred, and the ability to obtain FINRA Series 65 within a year. The position offers growth with a fast‑growing, fee‑only firm that values professional development and career progression across

Qualifications

• Minimum: Bachelor’s Degree.
• 0-3 years of financial planning experience desirable or equivalent coursework.
• Ability to obtain FINRA Series 65 within twelve months.

Responsibilities

• Support Lead Advisors in delivering client service and onboarding new assets.
• Assist with preparation for client meetings and documentation.
• Prepare Investment Policy Statements and asset allocation reports.
• Communicate with clients, accountants, and attorneys in writing and verbally.
• Attend client meetings and assist with follow-up actions.

Skills

Financial planning

Analytical skills

Communication skills

Microsoft Office

Team player

Education

Bachelor's Degree

FINRA Series 65

Job description

Modera Wealth Management is seeking a Planning Associate to support lead advisors in the Plantation, FL office. The role involves onboarding new assets, preparing client statements, and maintaining strong client communications.

A Bachelor’s degree is required, with 0–3 years in financial planning preferred, and the ability to obtain FINRA Series 65 within a year. The position offers growth with a fast‑growing, fee‑only firm that values professional development and career progression across