Planning Associate

Why work at Modera Wealth?

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 Planning Associate that will be responsible for supporting our lead advisors in our Wayne, PA office.

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

Prepare for and pass the FINRA Series 65 within the mandated company timeline.

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

Occasional travel may be required

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:

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

Skills and Competencies:

Proven analytical and problem-solving skills

Working knowledge of planning strategies and solutions

Highly proficient in the Microsoft Office Suite

Excellent written and verbal communication skills

Team player, able to work well with all levels of the firm, and pitch in wherever needed

Benefits:

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

Salary range: $60,000-85,000 annually, non-exempt

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.

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 in…