Senior Financial Planning Associate — Hybrid, Growth Path

Modera Wealth Management; Inverness (MS); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision insurance

Generous PTO and leave policies

Opportunities for professional growth

Job summary

A prominent financial advisory firm is looking for a Senior Planning Associate in Inverness, FL. This hybrid role involves supporting advisors through all client relationship phases, requiring strong analytical skills and 2+ years in financial planning. Responsibilities include conducting client interviews, developing financial plans, and participating in meetings. The position offers a competitive salary ranging from $85,000 to $105,000, with opportunities for professional growth and strong company values.

Qualifications

• 2+ years of financial planning or related experience.
• FINRA Series 65 Certification or ability to obtain within 12 months.
• 3-5 years of financial planning experience preferred.

Responsibilities

• Conduct in-depth client interviews for data gathering.
• Develop comprehensive financial plans with various strategies.
• Assist clients with implementation of financial plans.
• Participate in meetings supporting the relationship manager.

Skills

Analytical skills

Excellent communication

Detail-oriented

Team player

Client first attitude

Education

Bachelor’s Degree

Tools

Financial planning software

Microsoft Office Suite

Job description

A prominent financial advisory firm is looking for a Senior Planning Associate in Inverness, FL. This hybrid role involves supporting advisors through all client relationship phases, requiring strong analytical skills and 2+ years in financial planning. Responsibilities include conducting client interviews, developing financial plans, and participating in meetings. The position offers a competitive salary ranging from $85,000 to $105,000, with opportunities for professional growth and strong company values.