Planning Associate — Wealth Strategy & Client Impact

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

Benefits offered by this job

Partial remote work

Performance-based bonus

401(k)

Health, Dental, Vision insurance

Paid vacation

Professional growth

Job summary

Modera Wealth Management, LLC, in Plantation, FL, seeks a Planning Associate to support lead advisors in delivering outstanding client service. You will assist with onboarding new assets, preparing investment policy statements, and client meeting prep, while coordinating with clients and their professionals.

The ideal candidate holds a Bachelor’s degree, has 0–3 years in financial planning, and can obtain the FINRA Series 65 within the first year.

Qualifications

• Minimum: Bachelor's Degree.
• 0-3 years of financial planning experience desirable or equivalent financial planning coursework.
• Ability to obtain FINRA Series 65 required during first twelve months.
• Team player, able to work well with all levels of the firm, and pitch in wherever needed.

Responsibilities

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

Skills

Analytical

Problem-solving

Microsoft Office

Written & verbal communication

Education

Bachelor's degree

Job description

Modera Wealth Management, LLC, in Plantation, FL, seeks a Planning Associate to support lead advisors in delivering outstanding client service. You will assist with onboarding new assets, preparing investment policy statements, and client meeting prep, while coordinating with clients and their professionals.

The ideal candidate holds a Bachelor’s degree, has 0–3 years in financial planning, and can obtain the FINRA Series 65 within the first year.