Senior Planning Associate

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

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

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

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
• 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
• 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.

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.