Wealth Management Firm Seeking Planning Associate
Comprehensive wealth management firm with offices in Atlanta, Boston, Florida, and Northern NJ seeks a Planning Associate to join its team. Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing private companies for three years (2012, 2013 and 2015). The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service. This is a full-time position for our Boston office which is in the heart of Boston’s dynamic Back Bay district, conveniently located near the subway lines, commuter rail and major bus routes.
Job responsibilities include but are not limited to:
- Assist Wealth Managers/Advisors in preparing for and conducting client meetings;
- 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;
- Work with clients on the implementation of their financial plans;
- Participate in and take minutes of client meetings to support the primary relationship manager;
- Generate Investment Policy Statements, Morningstar reports, as well as asset allocation reports;
- Work with the client service team to facilitate new client on-boarding and monitor service requests;
- Assist the efforts of the firm’s Financial Planning Committee;
- Perform other job-related duties or special projects as assigned.
Qualifications for this position:
- 0-3 years of financial planning experience desirable or equivalent financial planning coursework.
- Demonstrated desire or progress towards CFP certification.
- Proven analytical and problem-solving skills.
- Detail-oriented with a demand for a high degree of accuracy.
- Highly proficient in computer software, including Microsoft Office.
- Excellent written and verbal communication skills.
- Team player, able to work well with all levels of the firm, as well as with clients.
What we offer:
- Competitive salary commensurate with experience.
- Performance-based bonus.
- Safe Harbor 401(k) plan with discretionary profit sharing.
- Medical, Dental, Long-Term and Group Life insurance.
- Flexible Spending Account.
- Paid vacation.
- Opportunities for professional growth and continuing education.
Qualified Candidates, please email your cover letter and resume to
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit
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